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Guides to investing

Our free investment guides give you ideas and information to help you get the most from your investments. They cover everything from our latest investment research to the range of services we can offer you.

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Pension lifetime allowance

A guide to the pension lifetime allowance

How much is the pension lifetime allowance and how can you prevent a 55% tax charge?

The Best SIPP

The Best SIPP

Discover the many benefits of saving for retirement with our award-winning personal pension – the Best SIPP.

Pension carry forward

Pension Carry Forward

This pension carry forward guide explains how you could pay in more than your annual allowance by carrying forward unused allowance from previous tax years.

Your options at retirement

Your options at retirement

Find out what you can do with your pension when you retire – from drawdown and annuities to staying invested.

Income Drawdown

Income drawdown

One option for accessing your pension at retirement is to take income (or flexi-access) drawdown, where your pension remains invested and you draw an income from it.

Annuities - a guaranteed income for life

Annuities - A guaranteed income for life

When you retire, one option for taking an income is to exchange some or all of your pension for an annuity.

Why reviewing your pensions makes sense

Why reviewing your pensions makes sense

The performance of your pension investments is likely to have a significant impact on your quality of life in retirement. It makes sense to review them and we can help.

What is a SIPP?

What is a SIPP

We explain Self-invested Personal Pensions and how they can benefit you in this free SIPPs guide.