Guides
We have written and published a number of free personal finance guides. You can find out more about each free guide and download your copy using the links below.
How to Review Your Pension
This plain English guide explains how to about reviewing your existing pension benefits. Each section of this 41-page guide contains some ‘top tips’ for you to consider.
Click here to download your free copy
The Redundancy Financial Planning Guide
With the redundancy rate now in excess of 10 in 1,000 employees, the financial planning considerations on redundancy have become more important than ever. This free guide will put you in a good position to understand your options.
Click here to download your free copy
The Options at Retirement Guide
When you reach retirement, after having worked hard to build a pension fund, you face a raft of choices and options for converting your pension funds into cash and income. This free guide explains the various options at retirement and describes how to choose the most appropriate option.
Click here to download your free copy
The Care Fees Planning Guide
This free guide was written to explain long term care, how funding for the cost of care fees can be arranged and what that funding might cost.
Click here to download your free copy
