Money guides

Our guides provide information and guidance on a wide range of issues to help you make the most of your money. They also point you in the right direction if you need further assistance.

Budgeting is a great way to stay on top of your finances. Find out how to draw up a budget, increase your income and cut your...

4 min read

Redundancy

12 February 2021

This guide explains the steps you can take and who may be able to help.

6 min read

Retirement

30 October 2020

When you retire your main source of income is likely to be your pension. We explain what income you might have in retirement...

4 min read

How to cut your bills

30 October 2020

It’s a good idea to review your household bills to make sure you're not overpaying. Find out how you can save on your fuel,...

3 min read

State Benefits

30 October 2020

There's a range of state benefits available if you’re struggling to make ends meet. Use the calculator from our charity...

4 min read

The State Pension

12 January 2021

Find out what you’re entitled to, when you can start claiming and how to top up your State Pension if you need to.

5 min read

Making a will

30 October 2020

A will is a legal document that sets out who will get what when you die. Find out why you should have a will, how to change...

6 min read

Separation or divorce

30 October 2020

If you’re divorced or separated your financial circumstances may have changed. Our guide explains how to review your income...

4 min read

Becoming a carer

30 October 2020

Around one in eight adults in the UK provide unpaid care for a loved one. Find out how to manage your money if you're a carer...

4 min read

Debt

30 October 2020

If your debts are worrying you, there are steps you can take and organisations that can help you. Our guide explains how to...

5 min read

Losing your job

30 October 2020

Losing your job can put a strain on your finances as your income is likely to drop. Our guide explains ways to review...

5 min read

Power of Attorney

30 October 2020

Power of Attorney isn't just for older, wealthier people. Anyone can benefit from having one. Our guide explains the...

4 min read

When someone dies

30 October 2020

When someone close to you dies, it can be hard to know what to do first. Find ways to help pay for a funeral and also people...

6 min read

When someone is ill

30 October 2020

A guide to managing your money if you fall ill and have to stop work.

Get personalised support

Is there anything that impacts the way you manage your money or how you communicate with us? If you explain how we can help, we can use that information to tailor how we support you.

For example, we can provide your documents in a different format, such as Braille, large print or audio, or translate your documents into another language.

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Our financial guidance service

We offer a financial guidance service to our pension customers at no extra cost. It’s designed for our customers who are at or near retirement and who don’t have a financial adviser.

Our guidance can help if your circumstances change; such as if you lose your job, separate from a partner or are recently bereaved. We can also point you in the right direction if you need more support.

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