Retirement and pensions
Bridging the gap before State Pension
Plan for the years between stopping work and receiving State Pension income.
Read guideFind the answer you need.
Practical explanations for the decisions ahead. Search by question or explore a topic.
Retirement and pensions
38 articles · Clear filters
Retirement and pensions
Comparing fixed-term annuities
Look at both regular income and the amount available at maturity.
Read guideRetirement and pensions
Tax on a first pension withdrawal
Understand why the initial deduction can differ from the final tax bill.
Read guide
Retirement and pensions
Preparing for an enhanced annuity quote
Gather the health information needed to compare quotes meaningfully.
Read guide
Retirement and pensions
Understanding employer pension matching
Compare contributions in pounds and check which earnings are included.
Read guide
Retirement and pensions
Downsizing for retirement
Calculate the money left after buying, selling and moving costs.
Read guide
Retirement and pensions
Defined benefit pension increases
Check how increases work before retirement and once payments begin.
Read guideRetirement and pensions
Pension income or a lump sum?
Understand the commutation factor when exchanging future income for cash.
Read guideRetirement and pensions
Defined benefit pensions and the annual allowance
Understand why the pension input figure differs from your contributions.
Read guideRetirement and pensions
Taking a defined benefit pension early
Compare the income offered at different retirement dates.
Read guide
Retirement and pensions
Deferred payment agreements for care
Explore care costs, property security and the eventual repayment.
Read guide
Retirement and pensions
Retiring at different times
Plan household income when partners stop work and start pensions at different dates.
Read guide