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Retirement

When it’s time to start drawing money from your pension, there’s a lot to think about – tax implications, re-investment options, investment pathways and the pros and cons of annuities. 

It helps if you can establish your five-year goals and review them regularly to make sure your retirement income is on track.

Images

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Retirement Calculator Banner creative option 1

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Are your savings on track for the future you want? Find out with our retirement calculator. Three sizes of banner for use in different applications.

17 Oct 2024

25 Aug 2025

Retirement Calculator Banner creative option 2

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Discover what your future lifestyle might look like. Set your retirement savings goals with our calculator.  Three sizes of banner for use in different applications.

17 Oct 2024

25 Aug 2025

Posters

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Retirement Calculator A3 poster

Are your savings on track for the future you want? Discover what your future lifestyle might look like and set your retirement savings goals with our calculator. A choice of A3 poster creatives promoting our retirement calculator, with a QR code that takes you straight to the calculator.

17 Oct 2024

25 Aug 2025

Retirement Calculator A4 poster

Discover what your future lifestyle might look like. Set your retirement savings goals with our calculator. A choice of A4 poster creatives promoting our retirement calculator, with a QR code that takes you straight to the calculator.

17 Oct 2024

25 Aug 2025

Videos

To view these videos and to make sure you’re always watching the most up-to-date version, we suggest you embed them on your own internal platform. Find out how

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Getting started on the road to retirement

Comedian Mark Watson shares tips on how to save for your future. Learn about company pension plans, how your money is invested and why starting to save early gives your money the ‘snowball effect’. 

30 Aug 2024

07:26

1 May 2025

Let’s talk retirement 

Comedian Mark Watson helps you to start thinking about your retirement. Considering factors like the amount you have saved, the lifestyle in retirement you want and finding your other pension pots are good first steps. Part of the Pension Sessions series.

30 Aug 2024

06:17

1 May 2025

Retirement Savings & Asset Classes

This quick video gives an overview of the different asset classes you can invest into – cash, bonds, commodities, property and equities. Find out more about the level of risk and the potential for growth of each. Part of the Money Lab series.

14 Feb 2024

02:28

30 Sept 2024

Default v Self-select

With any pension plan, you can either keep your money in the ‘default’ option (the funds that are selected for you) or choose your own funds to invest in. Find out more about your options. Part of the Money Lab series.

14 Feb 2024

03:07

30 Sept 2024

Tools

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Retirement Calculator

Use our retirement calculator to find out if you are on track to meet your retirement goals.

13 Jan 2023

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How much do you need to retire?

Do you know how much savings you’ll need to support the lifestyle you want in retirement? Use our retirement calculator to find out if you are on track to meet your retirement goals.

13 Jan 2023

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Pension tax calculator

Depending on how you withdraw your money, you might have to pay tax and it could affect your future retirement income. Use this handy calculator before you make any decisions.

13 Jan 2023

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Flexible income calculator

The flexible income calculator helps you understand how much income you can take and how long your pension might last if you do.

13 Jan 2023

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Retirement budget calculator

You need to know you have enough to live on when you retire, so this budgeting calculator helps you get an idea of what your household’s income and expenditure might be.

13 Jan 2023

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How to make your retirement savings last

There are some simple guidelines you can follow to make sure your savings last. Find out more about the 5% rule, then use the calculator to check the amount of income you can take.

13 Jan 2023

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Guides

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Making a withdrawal from your pension

There are four ways to withdraw money from your pension. Read this simple guide to find out what they are, when you can access your savings, and how to save money on tax.

13 Jan 2023

6 pages

31 March 2025

How pension withdrawals are taxed

If you’re thinking about taking a lump sum, setting up an income or changing an income instruction, it’s important to understand how tax could affect those payments. This guide explains which tax rules apply. 

13 Jan 2023

16 pages

31 March 2024