Financial planning

Discover what the Autumn Budget 2025 could mean for pensions, retirement, and inheritance tax planning. Stay informed with expert insights and actionable tips.

How much should you be paying into your pension? We help you decide how much to contribute to your pension each month and what to pay by age.

If you’re beginning to think about your retirement, having a good understanding of how much your pension is worth can make planning easier and more exciting.

Can you opt out of your pension? We help you decide whether cancelling your pension is a good decision for you.

Wherever you are on your pension journey, you should review your investments regularly to make sure you’re on track for the retirement you want. We’ve put together some things to consider when reviewing and choosing your pension investments.

Inflation can affect your state, private and workplace pension. We look at what to consider when investing as inflation and the cost of living rises.

The cost of living can make it difficult to prioritise your spending. We look at what could happen if you pause contributions or access your pension savings.

A Stocks and Shares ISA can be a great investment solution. We explain what they are, how they work and answer S&S ISA FAQs.

Cash ISA or Stocks and Shares ISA? Which ISA is best for you, and can you have both? Find out more with our guide.

Get to grips with investing and learn about how stocks and shares ISAs work, ISA charges and how to start investing.

Is transferring your ISA right for you? We cover how to transfer your ISA, which types of ISAs you can transfer and what to look out for if you decide to transfer yours.

Budgeting is a vital way of managing your finances and being in control of your money.

Here we cover the basics of income tax and how tax might be paid on your pension income or savings interest.

Sometimes redundancy is welcome, especially if you're ready to move on and there's a good financial package on offer. But for many, redundancy is a shock, both emotionally and financially.

To help you feel more in control, you might find it useful to learn more about how investing in your pension works, and things to consider if you're reviewing your investment options.

Here you'll find all of the tools and resources available to help you gain financial happiness.