Retirement Planning
Plain English guides to help you understand whether you can afford to retire, how much income you'll need, and how to plan for the retirement you actually want.
Can I Afford to Retire?
Work out whether your pensions, savings and other income can genuinely support the retirement you want.
What Income Will I Have?
Understanding your State Pension entitlement, how to map all your retirement income sources and how they fit together.
When Can I Retire?
Understanding the difference between pension-access age, State Pension age and the date your finances can genuinely support stopping work.
How Do I Take My Money?
Understanding your options for taking pension benefits — from tax-free cash and drawdown to annuities and phased withdrawals.
Will My Money Last?
Understanding pension sustainability, withdrawal rates, investment risk in retirement and how to build a plan that can adapt.
Test Your Knowledge
Take the Foundation 2 Quiz
10 questions drawn from across all 20 Retirement Planning guides. See how much you have taken in — and find out which areas are worth revisiting.
Want to talk through your retirement plans?
These guides give you the knowledge. A conversation with Steve can help you apply it to your own situation.