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Article

The tapered annual allowance for pension savings

If you earn more than £200,000 in a tax year, you might be affected by the tapered annual allowance. This limits the amount of pension savings you can get tax...
Article

How to take your pension: a step-by-step guide

It’s a good idea to plan how you’ll take your pension many years before you retire. This gives you time to understand your options, decide when you might be ...
Article

How to calculate your estimated pension and retirement income

It’s a good idea to regularly check how much retirement income you’re on track to get and consider ways to boost it if you need to. Here’s what you need to know.
Article

How to move your UK pension overseas

If you move abroad, you can either leave your pension in the UK or transfer it to an overseas scheme. Here’s what you need to know.
Article

Phased or partial pension drawdown explained

Pension drawdown lets you take money from your pension while leaving it invested, including the option to take a tax-free lump sum. Rather than moving all your...
Article

Get a summary of your Pension Wise appointment

View, download or print a summary of the options discussed during your Pension Wise appointment.
Article

What to do if your ill-health pension is refused

If you're unable to work due to an illness or accident, you can ask to get your pension earlier than age 55 – the usual minimum. Here’s how to appeal if your...
Article

Boost your pension with additional voluntary contributions (AVCs)

One way to top up your pension savings is by making additional voluntary contributions (AVCs) – either by paying more into your existing scheme or setting up...
Article

Collective defined contribution pensions explained

A collective defined contribution (CDC) scheme pays you a regular income for life when you retire. Everyone’s money is invested together in a single fund to ...
Article

Ill-health retirement: how to take your pension early

If you’re under 55 and need to retire due to poor health, a terminal illness or a disability, check if you can take your pension early. Here’s what you need ...

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Article

The tapered annual allowance for pension savings

Article

How to take your pension: a step-by-step guide

Article

How to calculate your estimated pension and retirement income

Article

How to move your UK pension overseas

Article

Phased or partial pension drawdown explained

Article

Get a summary of your Pension Wise appointment

Article

What to do if your ill-health pension is refused

Article

Boost your pension with additional voluntary contributions (AVCs)

Article

Collective defined contribution pensions explained

Article

Ill-health retirement: how to take your pension early

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