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Article

How do savings and lump sum payouts affect benefits?

Some benefits are affected by the amount of money you have in savings, such as cash in a savings account, or investments in shares. These benefits are called...
Article

High-risk investment products

Investments that promise to give you big returns tend to come with big risks too. This guide covers the main types of high-risk investments. They’re not illegal,...
Blog post

Pension myths vs. facts: get the truth

To mark Pensions Awareness Week, it's time to set the record straight on some common pension myths and facts. In our blog, we share the truths behind it all ...
Article

A guide to Inheritance Tax in the UK

When someone dies, their estate may be subject to Inheritance Tax before anything is passed on. Here's what you need to know.
Blog post

When do I have to pay Inheritance Tax and which exemptions apply?

Inheritance Tax (IHT) can feel complicated and, while most people won’t need to pay it, knowing the rules can help you plan for the future. Learn what it is,...
Redundancy pay

If you’ve been in the same job for at least two years, your employer has to pay you redundancy money. The legal minimum is called ‘statutory redundancy pay’,...
Blog post

How much should I save for retirement?

You’ll need retirement income of at least £13,900 a year, or £22,500 if you’re in a couple – according to the Retirement Living Standards. This covers your essential...
Article

Take your whole pension in one payment

From age 55 (57 from April 2028), you can often choose to withdraw all your pension money in one go. But, depending on the value of your pension, this means ...
Blog post

Is the 25% tax-free pension lump sum ending or changing?

No changes to the 25% tax-free pension lump sum were announced in the 2025 Autumn Budget. Here’s what you need to know.
Blog post

What the Spring Budget means for you

There were a lot of changes announced in Jeremy Hunt’s Spring Budget this afternoon. Find out what this could mean for your household.

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Article

How do savings and lump sum payouts affect benefits?

Article

High-risk investment products

Blog post

Pension myths vs. facts: get the truth

Article

A guide to Inheritance Tax in the UK

Blog post

When do I have to pay Inheritance Tax and which exemptions apply?

Redundancy pay

Blog post

How much should I save for retirement?

Article

Take your whole pension in one payment

Blog post

Is the 25% tax-free pension lump sum ending or changing?

Blog post

What the Spring Budget means for you

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