Retirement
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.
How we help – 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 distributed to those approaching retirement by employers, pension trustees and other intermediaries.
"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
The guide is also available in Welsh.
To order copies of the guide (in boxes of ten) complete this form and email it to us.