Financial wellbeing

Discover how managing your money can be good for your bank balance, your family, and your future.

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Trusted expertise

We’ve been around over 80 years, so our experts know a thing or two.

A jargon-free zone

Written in plain English to guide and educate rather than confuse.

Varied resources

Videos, guides, calculators and articles are all here waiting for you.

Helping you build financial foundations for life

We exist with a social purpose to help our members feel financially secure in later life. Your financial wellbeing is part of our commitment to fostering financial education. We want to create a society where everyone feels confident dealing with the financial moments that matter.

Using these resources should help you make informed decisions about your money and point you to organisations who can offer guidance and advice.

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Money essentials

Get familiar with money management, pension essentials & making more of your money.

Life moments

Navigate your way through life’s milestones & discover how money management changes.

Saving for later life

Plan for your retirement & learn how to make the most of the money you put aside.

Paying into your pension when times are tough

With people’s finances under pressure, many are looking to curb their spending. Some might see reducing how much they save into a pension as a quick way of doing that. But before you stop paying in, here are some things to think about.

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Tools & calculators

Explore the tools & calculators that can help you take control of your finances. From checking if you’re saving enough to fine tuning your work-life balance.

Midlife MOT

Check the status of your work, health & money using this digital Midlife MOT tool on

Pension calculators

Use our calculators to work out how long your pension will need to last for and how much you’ll need.

New resources

Guidance & advice for members

An introduction to your options for pensions guidance & advice

Keep your financial wellbeing in good health

Tips to help you discover how to keep your money in good health

Considering your pension beneficiaries

Q&As about choosing a pension beneficiary and why it’s important