Your financial planning questions answered
Asking the right questions today can help make planning for the future, protecting your finances and managing investments easier. We’re taking on your future together, so whatever your questions we can help with expert answers, tools and guidance.
Answering your pension questions
YOUR PENSION QUESTIONS
Our pensions experts answer the most topical pension questions to help make planning for the future more straightforward.
THE SUPPORT YOU NEED
We’re here to help you achieve your retirement goals and have lots of useful content to support you no matter where you are on your retirement journey.
RETIREMENT BASICS
Get to grips with the basics from budgeting and savings to how your workplace pension works and when you can take your money.
RETIREMENT JOURNEY
Find out what you need to know at each stage of the journey.
PROTECT YOURSELF FROM PENSION SCAMS
Pension scams are on the rise. They often start with an unexpected call, text or email. Increasingly, online and social media are also being used to target people. Go to pension scams and read ‘6 signs of a pension scam’ to spot what to look for.
TIPS FOR SAVING
Have a look at our hints and tips, these could help save you money.
TRANSFER YOUR PENSIONS
Most of us end up with several pensions over our lifetime. Could combining them make life simpler?
PENISON WELLBEING GUIDE
Our wellbeing guide covers a range of topics to help you meet your future goals.
Helping with your insurance questions
Having the right insurance plan in place can help give that extra peace of mind, our experts answer your key insurance questions.
PROTECTING WHAT MATTERS MOST
Life insurance or critical illness insurance could be the most important financial product you ever buy for you and your family.
WITH YOU ALL THE WAY
If you or a loved one are dealing with cancer, Macmillan can help with a range of practical, emotional and personal support.
OUR PROTECTION CLAIM STORIES
When it comes to claims, we go beyond the financial pay out. Read the real life stories of some of our customers we’ve helped when they needed us most.
BENEFITS OF HAVING A WILL
Having a will in place can help protect your assets and loved ones today and in the future.
Answering your investment questions
INVESTMENT ESSENTIALS
We’re here to help you understand how your pension’s invested and have lots of useful information and views from our experts to get you started.
INVESTMENT FRAUD
Criminals often target people through websites and direct phone calls, we can help you stay vigilant.
FUTURE PLANNING TOOLS
Try our practical tools to help you put your plan in place
MEET YOUR FUTURE SELF
Answer Four short questions to see when you could retire and what you could look like when you get there.
USEFUL LINKS AND INFORMATION
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