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Free Personal Finance 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 following links:

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 find out more and 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 find out more and 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 find out more and 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 find out more and download your free copy

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