Taking on your
future together


Southampton - Bristol - Cardiff - Birmingham -
London - Manchester - Liverpool - Glasgow

We’re delighted to sponsor Pension Awareness Day again this year.

The Tour

We’re touring the nation to celebrate Pension Awareness Day with our Taking on Your Future Together Tour. Come visit us for free pension guidance and maybe even an ice cream.

We're offsetting emission for the tour through a tree planting initiative with www.carbonfootprint.com.


Can’t make it?

If you can’t make it along to our tour don’t worry we’re still here to help. Planning for the future doesn’t need to be overwhelming. We have all the tools, guidance and support you’ll need.

Our tour focuses on 3 key stages of retirement planning.

What have I got?

The first step to retirement planning is understanding what you already have. From checking how much you have saved in your pension, to tracking down lost pensions and knowing how much you’re paying. Our Pension Wellbeing guide and Pension Basics films can help.

Pension Basics

Whether you’re starting to save or approaching retirement our series of Pension Basics films can help you plan for your future.

Watch now

Pension wellbeing guide

Our Pension Wellbeing guide is full of helpful and practical ways to start taking on your future, regardless of where you are in life.

From the pension basics to practical support helping you make sure your plans are on track to get the retirement you want.

Get started

Am I on track? Is it enough?

Once you’ve worked out what you have, it’s time to look at how to make the most of it and whether it’s enough to give you a comfortable retirement. Use our calculators to check if you’re saving enough for the future and find out your pension personality to work out what type of saver you are and your next steps.

Retirement calculators

See what your pension can mean in pounds and pence. Our calculators can help you explore your pension options and show how a small increase now could make a big difference to your retirement.

Personality icons

your pension personality

Are you a mindful planner or a savvy saver?

Take 2 minutes to find out your pension personality and get tailored next steps to retirement.

Find out more

What do I need to do next?

It’s a great feeling your plans are on track but it’s good practice to keep an eye on them to make sure they stay on track and you reach your goal of a comfortable retirement. You can check your pension options, see how your pension is invested and reach out for independent help and guidance.

Funds & Investing

It’s important to know how your pension is invested. Our guide to investing can help you find out what level of risk you’d like to take and your investment options.

Find out more

Pension Options

When you reach 55 you can begin to take your pension. There are many ways you can do this and our guide can help you work out what’s best for you.

Find out more

Pensions are a long-term investment. The retirement benefits you receive from your pension plan will depend on a number of factors including the value of your plan when you decide to take your benefits which isn’t guaranteed, and can go down as well as up. The value of your plan could fall below the amount(s) paid in.

We’re here to help

Contact our experienced in-house team who can support you with all your financial needs. Speak to our experts on 03457 678 910.