The value of financial advice

This report demonstrates the very real value of fi nancial advice for the consumer. Using robust statistical methods to control for a range of factors likely to determine demand for advice – including income, wealth and behavioural traits – our results show that those who take advice are likely to accumulate more financial and pension […]

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What its worth Revisiting the value of financial advice

In 2017 ILC published its report, The Value of Financial Advice, which quantified, for the first time, the value of taking financial advice for people’s overall financial outcomes. In an ageing society, it is vital that people are able to plan for their financial security in retirement. The Value of Financial Advice demonstrated that expert […]

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Stakeholder Pensions and decision trees

This describes Stakeholder Pensions, and contains information and advice for people who are considering one.

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Income withdrawal a retirement option for you

This is aimed at people who are approaching or who have reached retirement age, have a pension fund and want to take a tax free lump sum or start drawing an income from it. It explains how income withdrawal works, the advantages and disadvantages, how to get advice on making a decision, and where to […]

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Retiring Soon what you need to do about your pensions

This sets out retirement entitlements, and covers how pension funds are converted into pension income, how to trace old pensions, & where to get further help.

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Pick it up Its yours

Information about Pension Credit – eligibility, rates and how to apply for it.

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Pensioners Guide England Wales

Information guide about the range of help and advice available through central and local government for pensioners.

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Pensioners Guide Scotland

Information guide about help and advice available from central & local government ; includes benefits and concessions

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