Planning for retirement

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Article
Pension tax-free lump sum: how to make the most of it
17 Jun 2026
Pension tax-free lump sum: how to make the most of it
Up to 25% of a pension can be taken tax-free, but how and when it’s accessed can shape income, tax, and estate outcomes. Here’s how the rules work and what to consider.
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Article
How does the pension tax-free lump sum work?
15 Jul 2025
How does the pension tax-free lump sum work?
You can take your entire pension at once, but what are the tax implications? Learn how the pension tax-free lump sum works, and why older pension types can increase your allowance.
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Article
Using your pension for a comfortable retirement income
12 Feb 2025
Using your pension for a comfortable retirement income
If you’re planning for your golden years, it’s important to consider how you’ll create a comfortable retirement income. We explore your pension options, including what a good monthly retirement income in the UK looks like.
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Article
Saving for retirement at 30, 40, and 50 years old to protect your quality of life
27 Nov 2024
Saving for retirement at 30, 40, and 50 years old to protect your quality of life
Your financial priorities will change over the course of your career, and so should your retirement plans. In this article, we explore how you can save for retirement in your 30s, 40s and 50s to get the golden years you deserve.
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Article
Five ways to save and invest for a comfortable retirement
20 Feb 2023
Five ways to save and invest for a comfortable retirement
Want to make your retirement savings work harder for you? Learn how you can boost your nest egg and enjoy a more secure future. Start planning today for the retirement you’ve always dreamed of.
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