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Pension & retirement guides

You can maximise the potential of your pension and ensure you are well financed once you decide to call time on work. Assess your options with our guides, whether you are new to work or retiring soon.

Which of your employees qualify for a workplace pension?

Before your staging date you need to work out which of your workers qualify for enrolment in a workplace pension. Here is how to approach each type of worker in your business.

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What are employer's pensions?

If you work for someone you could be savings towards your retirement through an employer's pension. Here is what they are and how they work.

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What are defined contribution and defined benefit pensions?

Most people have either a defined contribution or a defined benefit pension, but do you know which is which and understand the difference between them? Here’s what you need to know.

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Is it ever too late to start a pension?

A pension can give you an income when you retire, but how much will depend on what you contribute during your working life. Here are your pension options, even if you start late.

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How to manage your pension fund

After you begin paying into your pension fund there are still things you can do to help it grow. Here is how to manage your pension and what you should do with it when you retire.

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How to invest in a SIPP

Self Invested Personal Pensions (SIPP) let you plan for your retirement without the need for a workplace pension. Here is how they work and what you should look out for.

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What are pensions?

You can use a pension as an income during your retirement, but there are several types and many rely on how much money you put into them. Here is how they work.

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How to withdraw your pension

Here is how to find out what age you can withdraw from each type of pension and what you need to do to claim them.

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How is your pension taxed?

When you retire you could end up paying tax on any money you withdraw from your pension. Here is how tax will affect your pension.

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How new pension and annuity rules affect you

Here is where you can find the latest pension and annuity changes in the UK and how they will affect your retirement.

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5 steps to finding an IFA you can trust

Finding the right independent financial adviser can help you get control of your cash and save money. Here's how to find an IFA you can trust.

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How to make a will

Life is unpredictable and anything can happen at anytime. This is why it's important to have a will in case the worst happens.

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