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Retirement planning and options

Helping our customers live a more colourful life since 1836

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Saving into a pension pot

You’re building-up savings for your retirement and you want to know more about being well prepared for retirement.

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Using your pension pot

You're working out what to do with a pension pot or several pension pots, to support your retirement.

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More income in retirement

You’re building-up savings for your retirement and you want to know more about being well prepared for retirement.

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Care in later life

Help and guidance to understand, find and fund care for you or an adult loved one.

Our retirement products

Looking for other ways to save?

Open a Stocks and Shares ISA from just £20 a month, or a £100 lump sum deposit. You can start saving today with a choice of five diversified fund solutions to choose from based on your risk appetite, or select one fund from our extended fund range which may carry higher investment risk.

Meet our experts

With years of experience, our experts will help you navigate pensions, ISAs, equity release and life insurance. They'll also help you learn more about tax and retirement income so you can plan your dream retirement.

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More resources to support your wellbeing

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Happiness in retirement

Thinking about retiring? We've been working with the Happiness Research Institute to find out what a happy retirement looks like. Find out how you can prepare financially. 

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Free midlife MOT course

Your midlife years are likely to be busy. That can make it difficult to look beyond your day-to-day challenges and achievements. Our new course with The Open University will help you take a long-term view of where you're headed and what you need to do to get there.

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Listen to our award-winning podcast

Life’s milestones often come with big financial decisions. How much should I pay into my pension? Can I retire early? In the new series Angellica makes sure our great guests hear answers to their questions about money and saving from financial experts.

Existing retirement customers

We're here to help you enjoy your retirement. Would you like to:

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Retirement help and guidance

We all have something to learn from the guidance and advice available in this complex marketplace - so make the most of the help on offer. Other providers may have more appropriate products or be able to offer a higher level of retirement income.

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Retirement guidance

Pension Wise from MoneyHelper

The government’s free and impartial service, offering guidance to make money and pension choices clearer.

To find out more or book an appointment online click below or call.

0800 011 3797

Monday to Friday 9am to 5pm.
Calls may be recorded and monitored.

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Retirement advice

Retirement Advice Service from Legal & General

Our advisers are experts in retirement regulated by the Financial Conduct Authority, so you can trust them to provide impartial advice and a personal recommendation that’s right for you.

0121 221 2724

Monday to Friday 9am and 5pm.
Call charges will vary.
Calls may be monitored and recorded.

Speak with us

Speak with us

Our colleagues are always happy to help with your questions or to help you apply for a quote.