OverviewManaging your Pension
Workplace pensions are one of the biggest benefits that you provide to your employees. As a tax-efficient way of investing for retirement, it's important your employees understand and engage with their pension.
An introduction to pensions and how they work.
Find out how to manage your pension, much you should be saving, and how you can take money out.
Videos
Guides
Salary sacrifice help sheet
Get a little more in your take-home pay when you contribute through salary sacrifice
Transfer fact sheet
Some important information on why you may, or may not, wish to proceed with a pension plan transfer to Fidelity
Pension checklist
Make sure you have the basics covered with these simple actions
Redundancy and your pension
Some helpful options and tips on managing your pension when going through redundancy
Redundancy and your pension (salary sacrifice)
For salary sacrifice schemes, some helpful options and tips on managing your pension when going through redundancy
Making a withdrawal from your pension
All you need to know about taking money from your pension
Pension tax relief
How tax relief works for pensions and how much relief you could be entitled to
Tools
Posters
Nominate your beneficiaries
A reminder for members to ensure their expression of wish nominations are up to date on PlanViewer
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Download the PlanViewer app
The easiest way to encourage members to stay in control of their pension on the move
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Log into PlanViewer app
Checking in on your pension regularly is an important step you can take now; to help you feel more in control of the lifestyle you want in the future.
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