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Article

Carry forward: increase your annual allowance for pension savings

If your pension savings exceed the annual allowance (£60,000 for most), check if you can use unused allowances from the last three tax years. This is called ...
Article

How to plan for retirement: Retirement planning checklist

Planning for retirement many years before you aim to stop working gives you time to boost your income if you need to. Our checklist explains...
Article

Take your pension as multiple lump sums

If you have a defined contribution pension, you can usually choose how and when to take your money. One option is to leave the money invested and take cash lump...
Article

ISAs and other tax-efficient ways to save or invest

Make the most of tax-free savings and investments for you and your children or grandchildren.
Article

Tax-free pension lump sum allowances

You can usually take up to 25% from each of your pensions as tax-free lump sums, provided the total is less than £268,275. We explain the lump sum allowance ...
Article

What is a trustee?

Being a trustee means you take responsibility for money that’s been put in a trust for someone else. You’ll manage the money for them, only use it in their best...
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Pensions & retirement

Whether you’re just starting to think about your retirement, are about to retire, or have been retired for some time, we’ve got guides for you.
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Debt advice locator

Money worries can feel overwhelming. If you’re struggling to manage your bills – or are even behind in some payments...
Article

What happens to my pension if I leave a job or opt out?

If you opt out or stop paying into a pension, any money you’ve built up remains yours. You can usually choose to leave it where it is or transfer it to a new...
Blog post

Celebrating 10 years of Pension Wise

Our service to help people better understand their pension options is turning ten years old. Find out more as we celebrate a decade of Pension Wise.

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Article

Carry forward: increase your annual allowance for pension savings

Article

How to plan for retirement: Retirement planning checklist

Article

Take your pension as multiple lump sums

Article

ISAs and other tax-efficient ways to save or invest

Article

Tax-free pension lump sum allowances

Article

What is a trustee?

Topic

Pensions & retirement

Topic

Debt advice locator

Article

What happens to my pension if I leave a job or opt out?

Blog post

Celebrating 10 years of Pension Wise

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