We share a vision of better informed, educated and more confident citizens, able to take greater responsibility for their financial affairs

Retirement

Your Guide to Retirement - helping those approaching retirement to make the most of their money

About Your Guide to Retirement

Your Guide to Retirement aims to demystify the financial side of moving from work into retirement, explaining the steps and choices people can make now to improve their financial security throughout retirement. The guide is being distributed to those approaching retirement by employers, pension trustees and other intermediaries.

Retirement is something that everyone will have to face sooner or later. It’s a major event that affects every aspect of your life – in particular it can have a significant effect on your financial situation.

Because major financial decisions have to be made when you retire, entering retirement is also a time when people tend to review their financial situation. It’s a time when they are receptive to financial information and advice, so there is a strong demand for all the right information to be available in one place.

"I've never wanted to face the fact that I'm reaching retirement. I did enjoy reading it. It's easy to understand and it's changed my thinking... I’ve got to face it now. I even took this into work and talked to a lady about it at work and she didn’t know half the points I pointed out to her and she's 62" Focus group member, Watford

 

Find out what's covered in the guide

Find out how you can get involved


Download the Retirement Guide Factsheet for employers

Download the Retirement Guide Factsheet for pension trustees


To order your free Guide to Retirement, please complete order form.