Pensions

Whether you're planning for retirement or taking your pension, we've got the information you need to help you plan ahead, make the best choices and make sure you're financially ready for the future.

Pension

How to move up the retirement lifestyle ladder.

Achieving a comfortable retirement seems unlikely for many. But it’s possible with careful pension planning.

Retirement

The key retirement question couples need to ask

Why it’s crucial for a couple to decide who retires first  

IHT

How to shield your pension from IHT scams

With new rules coming in covering pensions and IHT, here’s how to stop scammers from getting their hands on your savings.

Bereavement

Dealing with investments in the event of a death

How to organise investments when a family member or loved one dies.

Work

Make the most of salary sacrifice schemes

Salary sacrifice rules are changing which could limit the tax benefits scheme members have enjoyed up till now. 

Investing

Should you invest in stocks and shares?

Why a nationwide push wants people to start investing.

Will

Must-read guide to writing a dispute-proof will

In the event of someone’s death, the last thing loved ones need is a row over the will. Here’s how to avoid a distressing situation.

IHT

Inheritance tax on pensions: should you buy an annuity?

New research highlights long‑term financial strain among some pensioners – and why it’s worth checking what help you could be entitled to.

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