Guides

Essential Retirement and Pension Guides

Our essential retirement and pension guides offer expert advice on financial planning, healthcare, and lifestyle transitions to help you build a secure and rewarding retirement.

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More resources to help you plan your retirement

Know your choices at retirement

Know your choices at retirement

Understand annuities, drawdown, and lump sums - and how to combine them for a suitable retirement income plan.

1 Nov 2024 | 7 min read

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Am I getting the most from my pension?

Am I getting the most from my pension?

Evaluate your pension, charges, contributions, and retirement options.

8 Nov 2024 | 6 min read

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How are pensions taxed?

How are pensions taxed?

Understand how pension income is taxed and what that means for your retirement income.

1 Nov 2024 | 5 min read

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How drawdown works and what to watch out for

How drawdown works and what to watch out for

A practical guide to pension drawdown - how to manage withdrawals, investment risk, and sequencing.

12 Nov 2024 | 6 min read

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Enhanced annuities - could your health pay off?

Enhanced annuities - could your health pay off?

If you have a health condition or lifestyle factor, you may qualify for a higher annuity income.

15 Nov 2024 | 4 min read

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