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Guide to Retirement Planning

Where can I go to get more help on Retirement Planning?

The following links may also provide additional help and information:

The UK Government's website betterfuture.direct.gov.uk provides step by step assistance with your retirement planning whether you are just starting to think about it or are already retired.

The Consumer Financial Education Body (CFEB) has several guides on retirement planning and managing your finances in retirement including their guide Managing in Retirement.

Which? Advice's online guide Planning your retirement covers your retirement countdown, other retirement options, state pensions and helpful contacts.

The National health Service (NHS) offers several online resources for maintaining your health and well being now and in retirement, including:
MidLifeCheck a free online health service for people aged over 40, from weight to smoking, stress to exercise, it will help you find out how you're doing.

Making a Change4Life provides access to information from healthy eating to fun activities in your local area.

Learning can be fun and a great way to relax and socialise during retirement. Develop an existing interest or learn something new via the UK Government's Adult Education and Learning website.

The Pensions Advisory Service (TPAS), is an independent voluntary organisation, grant-aided by the Department for Work and Pensions (DWP). They provide information and guidance on all pension matters, including state, company, personal and stakeholder schemes.

For tax enquiries regarding your pension or questions about how your pension and entitlements may be affected if you retire abroad HM Revenue and Customs have some helpful online fact sheets at:
www.hmrc.gov.uk/pensionschemes/simplification-factsheets

If you plan on retiring overseas check the List of countries the UK has social security agreements to see where your state pension benefits will still increase yearly.

Reputable retirement planning advisers should be a member of the Financial Services Association (FSA). Check the FSA register at:
www.fsa.gov.uk/Pages/register/ to see whether your provider is registered and regulated by the FSA.

If you've lost details about a pension scheme (including work related pensions) and need help contacting the provider, The Pension Tracing Service may be able to help, contact them at:
www.direct.gov.uk

The BBC Raw online site www.bbc.co.uk/raw/money/saving_up/planning_for_retirement.shtml has helpful information, questionnaires and real life case studies to help you start planning for your retirement.

Saving and investing for your retirement can be complex so always take independent financial advice, find a suitable Independent Financial Advisor who is also a retirement planning specialist through unbiased.co.uk.

PDF Guide Download the Retirement Planning PDF Guide here - see our other free PDF guides here

Guide Contents

What is retirement planning?
Why do I need to think about retirement?
What types of things do I need to plan for my retirement?
Who can help me with my retirement plan?
FAQs
Where can I go to get more help?

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