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    20 May 2025 10 min

    NHS Pension Scheme guide

    With three different parts of the scheme in operation, your NHS pension may not be the easiest thing to understand. In this guide, you can find out exactly how membership works.

    Pre-retirement NHS Pension Scheme
    15 May 2025 5 min

    Partial retirement vs. retire and return

    Considering a flexible retirement? Here we discuss partial retirement vs. retire and return - and the potential benefits and challenges.

    Pensions At retirement NHS Pension Scheme
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    15 May 2025 4 min

    The benefits of partial retirement

    Here, Specialist Financial Adviser at Wesleyan Financial Services, Karen Watson-Brown, highlights the potential benefits of taking partial retirement. Read more.

    Pensions Pre-retirement NHS Pension Scheme
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    Woman sitting at kitchen table on laptop
    30 January 2025 7 min

    Podcast - Understanding your NHS Total Reward Statement in Scotland and Northern Ireland

    This episode discusses NHS Total Reward Statements for those within the NHS Pension Schemes in Scotland and Northern Ireland.

    Retirement Financial planning Pre-retirement
    Mature couple cooking together in modern kitchen
    23 January 2025 5 min

    Mixing your pension options

    Here we share the bespoke ways you can choose to take your pension - from lump sums to annuities. We also compare pension options, helping you to choose what's right for you.

    Pensions At retirement
    Mature couple looking out over a river
    17 January 2025 5 min

    Guide to inheritance tax planning

    With lots of rules, exceptions and reliefs, inheritance tax can get quite complicated - but it doesn't have to be. Find out more in this guide, including what you need to know about the nil-rate band.

    Financial planning In retirement Investments
    Young couple walking together holding hands
    17 January 2025 9 min

    Investing for retirement

    However far away retirement might be for you, it’s never too early to start thinking about how you’re going to fund it. In this guide, we share everything you need to know about investing for your future.

    Financial planning Pre-retirement Investments
    Mature woman stood with tree
    13 January 2025 2 min

    Deferring your pension benefits

    Deferring your pension benefits isn’t always as straightforward as it sounds, and it’s important to check any conditions with your pension provider before making any decisions. Read more.

    Pensions At retirement
    Retired couple look on at family walking together
    02 January 2025 8 min

    A guide to annuities

    An annuity, or guaranteed pension income, is one of the ways you can use your pension pot to fund your retirement - but it's important to do your research. Read more in this guide.

    Financial planning Pensions At retirement Investments
    Retirement Club mature couple on sofa holding mugs
    16 October 2024 27 min

    Podcast - Understanding your financial position in retirement

    This podcast episode discusses how important it is for dental professionals to understand their financial position when planning for retirement.

    Retirement Financial planning Pre-retirement Dentists
    Young woman sat at pottery wheel
    04 September 2024 5 min

    Lifetime gifts

    Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.

    Financial planning In retirement Investments
    Couple reading a book together
    03 June 2024 6 min

    Investing in funds

    Find out what managed funds are, how they work and how to start investing in them - as well as handy tips on diversification, affordability and tracker funds.

    At retirement Investments
    Woman doing yoga
    23 May 2024 3 min

    Taking a flexible pension income

    A pension drawdown, otherwise known as a flexi-access drawdown (FAD), is one way you can take your pension. Find out more about whether pension drawdown is right for you in this guide.

    Pensions At retirement
    Mature couple repotting a plant together
    19 April 2024 3 min

    Taking cash lump sums from your pension

    Here, we talk through how you can dip into your pension pot throughout your later years - including some key advantages and disadvantages of doing so.

    Pensions At retirement
    Mature man with grandchildren playing in the park
    19 April 2024 5 min

    Investing for children

    In this guide, we look at various ways parents and grandparents can give their children a head start on savings - from junior ISAs to fixed-term savings and more.

    Financial planning In retirement Investments
    Mature man in chair looking through window at younger woman looking at the landscape
    20 February 2024 5 min

    Changes to the Lifetime Allowance (LTA)

    The Lifetime Allowance was removed in April 2024, but what are the changes and how do they affect your pension planning? Read more in this article.

    Pensions Pre-retirement
    Retired couple look on at family walking together
    19 February 2024 5 min

    Four steps to plan your estate

    If you’re thinking about estate planning but aren’t sure where to start, we’ve put together a few steps to help you get your finances in order. Read more here.

    Financial planning In retirement
    Woman looks out at view with a viewing scope
    15 February 2024 9 min

    Ways to reduce your inheritance tax bill

    How can you reduce the amount of inheritance tax you pay when you die? From making a will to spousal exemptions, we share ways to help you leave more to your loved ones.

    Financial planning In retirement
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