Understanding your retirement

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  • Defined contribution pension pot of
  • Other retirement income of
  • Savings (excluding pensions) of
  • Examples of
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Selected case studies

Remember, we've created these case studies as examples, but they should help show some of the options and important considerations to be aware of. The amount of income and State Pension you will receive will be dependent on your own individual circumstances and the options you choose.

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Andrew

Andrew

I’m saving my pension for my children’s inheritance.

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Arthur

Arthur

I’m withdrawing my money in stages to avoid paying higher rate tax.

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Jaswinder

Jaswinder

My old pension will give me and my wife an income for our lifetime.

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Victor

Victor

I’m using my pension pot to help us to buy another property.

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Victoria

Victoria

I’m using my pension to help us buy another property.

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