Free guides
Pensions & retirement guides
Guide to Annuities
Information on getting a secure income from your pension scheme.
Your Options at Retirement
Choosing how to take your pension benefits is one of the most important financial decisions you will have to make. Use this guide to discover your options, the pros and cons and what happens to your pension when you die.
New Drawdown
New drawdown is a complex subject and not suitable for everyone. This guide explains the benefits and risks of New Drawdown to help you make the right decision at retirement.
Top 10 pension tips
Are you happy with the performance of your pension? Would you like to find out how to boost your retirement income? This simple, no nonsense guide suggests 10 ways in which you could improve your pension.
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Guide to flexible income
Investors have the freedom to take as much or as little as they like from their pension at retirement. The two most flexible ways to do so are via drawdown or by taking lump sum withdrawals. -
Countdown to Retirement guide
Find out how to prepare for retirement so you can get the most out of your pension.
Investment guides
Fund Prices, Savings and Yields
How funds work, their pricing, charges and how you can benefit from discounts. Plus – discover the different types of yields and how they’re calculated.
Saving Tax
With these tax saving tips you can hand over less of your profit and income to the taxman - meaning greater investment returns for you.
Saving Inheritance Tax
Essential reading if you're planning your estate or are a beneficiary. Features: How to calculate and reduce IHT and how you could use an inheritance.
Shareholder Perks
A list of companies who encourage their shareholders to use their products and services with exclusive discounts and incentives.
What to do When Someone Dies
This guide provides help for those administering estates, including an estate accounts template and details of where to go for further advice. Plus - tips to make life easier for your loved ones after you've gone.
