How to get yourself ready for pension advice

  • Understand more about the type of pension you have
  • Think how your specific situation may affect your pension plans
  • Start building an idea of how your pension will fund retirement

Putting the pieces in place for pension advice

Whether you’re looking for advice now, or you might need it later on, there are things you can think about today to help you prepare. Our articles provide some handy starting points. Like exploring the type of pension you have and the benefits it brings. Giving an idea of what you might need from it in retirement. And considering how big moments in your life could affect your pension along the way.

Pensions and divorce

Here are six ways you could handle your pension when divorcing to help protect your financial future.

Options for taking an income from your pension

We look at the things to consider before you take your money from your personal or workplace pension.

A guide to an early retirement

Check out our early retirement guide for steps to help reach your retirement goals.

Single? Seven things to think about when planning retirement

Single people might have to plan earlier – and smarter – to afford the retirement of their dreams.

Higher rate pension tax relief

Discover the ins and outs of higher rate pension tax relief.

What you need to know about defined benefit transfers

If you have a defined benefit pension, you may be able to transfer it into a defined contribution pension. Read on to find out more.

What is a defined benefit pension?

A defined benefit pension is a type of workplace pension that guarantees you an income for retirement. Read on to find out more.

Defined benefit (DB) pensions versus defined contribution (DC) pensions

What is it that sets defined benefit pensions and defined contribution pensions apart?

Request a call back

Discover more about financial advice by scheduling a free, no-obligation chat with the Customer Wealth Engagement Team.

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Get in touch

If you've got pension or investment savings of £150k or more, the Customer Wealth Engagement Team can help explore if financial advice is right for you. Give them a call for a no-fee, no-obligation chat, or book a call back.

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    The team will help you find out if financial advice could be right for you.

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