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In retirement

Already retired from education? Here are some handy resources.

Already enjoying your hard-earned retirement? There’s still plenty to think about on the financial front…

Even when you’ve finished working, the big decisions keep coming. Getting your finances in order for future generations of your family is key to providing real peace of mind.

Below you’ll find some useful resources to help you make the most of life after work.

Discover the latest in retirement insights…

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Investment calculator

Whether you’re investing for yourself, your children or your grandchildren, our handy calculator can show your potential investment returns over time.

Passing on your wealth

For many people, one of the biggest goals in later life is to provide a helping hand to family. Here are some guides that might be of interest…

IHT and lifetime gifts

Giving money or assets to your beneficiaries while you’re still alive is a common strategy to reduce inheritance tax. But there are a number of rules around what you can give – and when.

What happens to your pension when you die?

Though it’s not nice to think about, it can be reassuring to know what support is in place for your loved ones after you’ve passed.

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Retirement Club webinars

Throughout the year, we’ll be hosting online events exploring key issues around retirement planning and your pension.

Here you can check for upcoming live dates.

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