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A curated selection of our most frequently shared content to help you get started.

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Description

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Expiry date

Transfers factsheet

Thinking of moving your pension savings? We go through the pros and cons to help you make a decision that’s right for you

4 pages

31 Oct 2024

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’. Part of the Pension Sessions series.

07:26

1 May 2025

Financial health check-up

Calculate your score in four key areas – budgeting, debt, savings and protection. It only takes a few minutes to check your financial fitness.

 

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MyPlan interactive tool

Answer five simple questions to see if your savings are on track to meet your retirement goals.

 

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How much do you need to retire?

Our rule of thumb for retirement savings is The Power of 7, or seven times your annual household income. Read our guidelines then use this simple tool to work out your saving milestones.

 

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How much should you be saving for retirement?

Check that you’re saving enough to maintain your lifestyle when you retire. Read our four top tips and use this simple tool to see how much you should put away each year.

 

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Are you an investor? (For schemes that use FutureWise)
Are you an investor? (For schemes without FutureWise)

If you have a pension, you’re an investor. And if you choose to invest sustainably, you could reduce your carbon footprint up to 27 times more than by making green changes to your lifestyle. Find out more in this short video.

01:56

28 June 2025

Pension locater

Get answers to your pension questions quickly with our locater tool, an intuitive decision tree that you can use again and again.

 

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