2 min
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.
8 min
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.
5 min
Madeleine Dowling, Technical Team Lead at Wesleyan, explains the background to the McCloud remedy, what the RPSS are, and what recipients of them should be doing now.
Worried about inheritance tax eating into your estate? Proper estate planning can help you leave more to those you love most.
Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.
Considering a flexible retirement? Here we discuss partial retirement vs. retire and return - and the potential benefits and challenges.
6 min
Here, Specialist Financial Adviser at Wesleyan Financial Services, Karen Watson-Brown, discusses how getting a divorce could impact your NHS pension.
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.
3 min
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.
According to an FOI request by Wesleyan, more than 14,000 medics and dentists could face difficult pension decisions due to the McCloud remedy. Read more.
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.
4 min
You may have heard about the NHS Cost Claim Back Scheme, but what is it exactly, and how will it affect your retirement planning? Read more.
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.
What are the recent changes to the NHS Pension Scheme, and how might they affect you? Find out more in this guide.
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.
Here, Specialist Financial Adviser at Wesleyan Financial Services, Karen Watson-Brown, highlights the potential benefits of taking partial retirement. Read more.
Thinking about accessing your pension savings while you work? From how you can start to slow down to potential tax implications, see how you can take a flexi-retirement.
In this article, Neil Richardson, Dental Regional Manager at Wesleyan Financial Services, discusses the abolishment of the Lifetime Allowance (LTA).
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.
Are your retirement plans in good health? The further you plan in advance, the more comfortable a retirement you're likely to enjoy. Find out more in this guide.
