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Planning for Retirement

Regardless of your age, planning for retirement is something that everyone needs to think about. Here you’ll find out more about pensions and find suggestions on planning for your golden years.

How many pension pots can you cash in?

Created on: 06/11/2024
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How to find old pensions: pension tracing made easy

Created on: 28/07/2021
Updated: 09/12/2024
If you’ve lost a pension then you might be glad to know it’s easier to find it than you might think.
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Everything you need to know about your pension allowance

Created on: 25/01/2021
Updated: 10/09/2024
When it comes to understanding your pension, there’s a lot to think about. But before you can even start to consider withdrawing from it, you need to know about your pension allowance.
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What is a pension?

Created on: 28/10/2020
Updated: 06/09/2024
The Complete Pension Guide; everything you need to know about pensions.
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Tips on how to retire at 55

Created on: 29/09/2020
Updated: 07/11/2024
Dreaming of retiring at 55? Here are some nifty tips that could help you bring your goal to life.
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SIPP vs Stocks and Shares ISA

Created on: 05/03/2020
Updated: 03/01/2025
If you’re looking to make the most of your money, investing in a tax-efficient way by using an ISA (Individual Savings Account) or a SIPP (Self-Invested Personal Pension) could help.
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Can I Transfer My Old Workplace Pension to a SIPP?

New
Created on: 16/01/2025
Updated: 17/01/2025
Moving old workplace pensions into one place doesn’t have to be as daunting as it sounds — and could take the tiring out of retiring!
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SIPP vs workplace pension: understanding the difference

Created on: 07/01/2025
Updated: 15/01/2025
Explore the key differences between SIPPs and workplace pensions, their benefits, and how they can work together to strengthen your retirement planning.
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The Benefits of a SIPP (Self-Invested Personal Pension)

Created on: 06/01/2025
Updated: 09/01/2025
If retirement planning is on your mind, and you’re wondering whether your workplace or State Pension will have provided enough money, you may have come across 'Self-Invested Personal Pensions' (SIPPs) while researching alternative pension options.
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Pension Consolidation Guide: How to consolidate your pensions

Created on: 20/09/2024
Here’s everything you need to know about pension consolidation.
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The Wealthify guide to saving a lump sum

Created on: 30/11/2023
Updated: 21/11/2024
Whether you’re investing an inheritance or a bonus from work, knowing what to do with a lump sum can sometimes feel daunting. Thankfully, our handy guide is here to help you make the most of a lump sum investment.
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End of tax year deadlines and what they mean for you

Created on: 10/03/2023
Updated: 17/12/2024
The tax year has an impact on how much you can save tax-free each year. Here’s what you need to know about it.
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Four saving techniques to help you in 2023

Created on: 01/02/2023
Updated: 21/11/2024
If you're looking to start putting money away on a regular basis, or just hit an upcoming financial milestone, then these following techniques could help you boss your savings!
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How much should I pay into my pension?

Created on: 24/08/2022
Updated: 21/11/2024
Chances are, at some point you’ll have wondered how much you should pay into your pension to enjoy a comfortable retirement. But this will depend on what kind of retirement you'd like.
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Can your pension run out of money?

Created on: 02/02/2022
Updated: 29/08/2024
You may be wondering how many years your pension lasts, or whether you can spend all the money in your pension. Managing your income withdrawals and expectations could be a good idea to ensure your money lasts a lifetime.
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