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Article

Dealing with an endowment shortfall

If you took out an endowment policy as a way to repay your interest-only mortgage, it’s important to check whether it’s on-track to cover your final mortgage...
Article

Financial adviser fees

Paying for regulated financial advice can save you time and money in the long run and help you meet your needs and goals. Find out how much financial advisers...
Article

Get a summary of your Pension Wise appointment

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

Investing

Investing your money can be a great next step when you’ve got to grips with saving. You can potentially make your savings grow faster than simply putting them...
Topic

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.
Topic

Pensions explained

Use our guides and tools to learn how a pension can help you save for retirement. We explain what you need to know, including:
- what a pension...
Topic

Pension problems and changes

If you have a problem with your pension, like provider mistakes or bad pension advice, use our guides to learn what to do. This includes:
- how ...
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.
Article

What to do with your pension if you’re made redundant

If you’re made redundant, your workplace pension savings are still safe. You can either leave your pension where it is or transfer it to a new provider. Here’s...
Article

Setting up a trust fund

Do you need someone to manage money for you, perhaps to help someone after your death, or to pay for your care later on? One way to do this is to put the money...

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Article

Dealing with an endowment shortfall

Article

Financial adviser fees

Article

Get a summary of your Pension Wise appointment

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Investing

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Pensions & retirement

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Pensions explained

Topic

Pension problems and changes

Blog post

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

Article

What to do with your pension if you’re made redundant

Article

Setting up a trust fund

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