Investing for retirement

Life shouldn’t be all work and no play. That’s why it pays to get a head start on financial planning for your retirement – so you can enjoy your later years to the full. Start building your pot with our investments plans and pensions today.

Remember, the value of investments and any income can go down as well as up and you may get back less than you invest.

Investing for retirement guide

Whether you’re 25 or 45, it’s never too early to start thinking about your retirement plans. In this short guide, we’ll look at the use of pensions and ISAs fund your future - and why it pays to start planning now.

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Starting a pension

Thinking about starting a pension? This short guide will cover your pension options and ways you can save for life after your career, including guidance on state, workplace and personal pensions.

Personal pension

Discover the Wesleyan Personal Pension Plan; a tax-efficient way to save for your retirement. Decide how your money is invested by choosing from our range of funds and enjoy the flexibility of collecting your benefits from as early as age 55.

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Stocks and Shares ISA

Offering a tax shelter for your savings, plus the potential for growth, a stocks and shares ISA is a popular way to invest.

Unit Trust ISA

A straightforward stocks and shares ISA, the Unit Trust ISA from WUTM allows you to invest tax-free in a choice of six managed funds.

Unit Trust Investment Account

Already used up your ISA allowance or don’t want to move your existing stocks and shares ISA? You can continue to invest through WUTM’s Unit Trust Investment Account.

What is a stocks and shares ISA?

A stocks and shares ISA is a popular way to invest - but how does it work? Find all your questions answered in our guide.

Investing with Wesleyan

See how Wesleyan Group can help you reach your financial goals, from our 180 years in business to our award-winning team of fund managers.

Need advice on investing for retirement?

For investment advice tailored to you, why not get matched with a Specialist Financial Adviser from Wesleyan Financial Services?

Book an appointment

Investment calculator

Got a lump sum to lock away? Want to invest monthly? Our investment calculator can show you what your potential returns might look like.

Inflation calculator

Due to inflation, cash you hold today is likely to be worth less in the future than it is now. Use this calculator to see the potential impact of inflation on your money.

Cost of delay calculator

The sooner you start investing, the more time you have to benefit from potential investment returns. Use this calculator to see what delaying your investment might mean.

Investing for retirement

Fund your future