Shine a Light on Your Pension

Most people know they have a pension. Far fewer know how much is in it, what they're paying in, or whether it is likely to support their retirement goals. Take five minutes this week to bring a little more clarity to your financial future.

Your Pension Clarity Checklist

Five simple checks. Less time than it takes to make a cup of tea — and a small step that could make a big difference to your future.

Know what you’ve saved

Check your current pension value. It's the starting point for everything else.

Know what goes in

Check what you and your employer are paying in each month — you may be able to boost it.

Know who's protected

Make sure your beneficiary nominations are up to date, so the right people are looked after.

Know where you're heading

Understand how your current pension arrangements align with your future plans.

Know if anything's missing

Track down any pensions from previous employers. Old pots are easy to lose track of.

Please note: This checklist is intended for general information only and does not constitute personal financial advice.

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Pensions in plain English

Practical podcast episodes to help you feel more confident about your pension. No snooze-fest, promise.

Please note: Retirement outcomes depend on a range of factors including investment performance, inflation, retirement age and expenditure needs.

Speak to us

Your pension doesn’t need to be confusing.

If you would like to discuss your circumstances, you can contact our team.

Please note: The information on this page is for general information purposes only and does not constitute personal financial or investment advice. Pension and investment values can fall as well as rise and you may get back less than has been paid in. The suitability of any pension strategy will depend on your personal circumstances and objectives. If you are unsure whether any action is right for you, seek regulated financial advice.

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