Couple at the top of hill looking out over town and sea while the sun sets

In retirement

Already retired? 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. And we’re not just talking about where to go on your next holiday.

Getting your finances in order for future generations of your family is key to providing real peace of mind – and allows you to enjoy your retirement to the full. Below you’ll find some useful resources to help you make the most of life after work.

On this page

  • Latest insights
  • Planning for the future
  • Helping family

    • Discover the latest in retirement insights…

    Silhouette of couple looking at sunset at top of hill
    18 July 2024 6 min

    Will getting a divorce affect my NHS pension?

    Here, Specialist Financial Adviser, Karen Watson-Brown, discusses how getting a divorce could impact your NHS pension.

    Medics Financial planning In retirement Dentists NHS Pension Scheme
    Mature couple cooking together in modern kitchen
    06 March 2024 9 min

    Ways to reduce your inheritance tax bill

    Find out the ways you can legally reduce your Inheritance Tax bill - or, in certain circumstances, avoid one altogether.

    Financial planning In retirement
    Retired couple look on at family walking together
    17 November 2022 5 min

    Four steps to plan your estate

    Learn how to get your affairs in order with our steps on estate planning.

    Financial planning In retirement

    Planning for your later years

    Mature man in chair looking through window at younger woman looking at the landscape

    Estate planning

    Getting your affairs in order for when you pass away can bring real peace of mind as you get older. Estate planning is key.

    Find out more
    Retired couple look on at family walking together

    Four steps to plan your estate

    If you’re thinking about estate planning but aren’t sure where to start, we’ve put together a few steps to help you get your finances in order.

    See the steps
    Mature couple looking out over a river

    Guide to inheritance tax

    Keen to protect your assets against inheritance tax? From understanding the nil-rate band to using trusts, see how you might be able to reduce your liability.

    Read the guide

    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…

    Investing for children

    Set your children or grandchildren up for the best start in life. Learn about savings and investment accounts for juniors, and read our guides on investing for your children.

    Discover investing

    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.

    Read the guide
    Woman on sofa browsing internet

    Retirement Club webinars

    Throughout the year, we’ll be hosting exclusive online events for Retirement Club members, exploring key issues around retirement planning and your NHS pension.

    Here you can check for upcoming live dates or watch previous sessions ‘on-demand’.

    Find out more