
Helpful resources


Document library
A list of documents available to help you understand how your plan works.

The Learning Zone
Free Open University online courses, and a selection of webinars on a variety of topics.

Planning tools
Our planning tools can help you manage your pension savings.

Tax for higher earners
Helpful tax information for high earners when planning your finances.

Useful links
Useful links to other services that can help you with your pension.

Quick reads
Have a break and try our five minute reads.

Fund prices
For detailed and up-to-date information of fund prices from Legal & General.
Open University courses

Take your Midlife MOT
Midlife can be busy, but it’s the ideal time to reflect on your wealth, work and wellbeing. Our new free course with The Open University will help.

Easily plan your retirement
Planning your retirement is probably the most important aspect of financial planning for you to consider. Our free course with The Open University can help.