The Pension Planner

The Pension Planner We are a firm of independent financial advisers that focus on retirement planning. Helping people liv

Helping people live off their own assets, in the lifestyle they want.

Do you know where all your pension pots are? 🤔According to the Pensions Policy Institute, there are around 3.3 million l...
14/08/2026

Do you know where all your pension pots are? 🤔

According to the Pensions Policy Institute, there are around 3.3 million lost pension funds in the UK, amounting to £31.1 billion.

Finding and consolidating smaller pension funds could help boost your retirement savings, reduce charges, and give you more flexibility.

Read our blog, linked below, to learn how financial planning could help you build longer-lasting retirement wealth. 👇

https://www.thepensionplanner.co.uk/how-financial-planning-can-boost-your-pension-so-you-dont-suffer-a-shortfall/

Pension saving does not have to mean one large contribution at tax year end. 💰If contributing a lump sum is not realisti...
27/07/2026

Pension saving does not have to mean one large contribution at tax year end. 💰

If contributing a lump sum is not realistic, regular monthly payments could help you build tax-efficient pension wealth throughout the year.

This approach, known as pound cost averaging, can help smooth out the price of your investments and reduce the risk of trying to time the market.

Read our blog, linked below, to discover how to build a pension savings strategy that works for you. 👇

https://www.thepensionplanner.co.uk/why-mistiming-your-pension-contributions-could-see-you-24000-worse-off/

Withdrawing your pension in one go could come with a bigger tax bill than you expect. 🪙Generally, pension lump sums are ...
24/07/2026

Withdrawing your pension in one go could come with a bigger tax bill than you expect. 🪙

Generally, pension lump sums are taken as 25% tax-free cash, with the remaining 75% subject to Income Tax.

If you withdraw a large pension fund in a single tax year, this could push more of your income into a higher tax band.

Read our blog, linked below, to discover why timing your pension withdrawals carefully can make a significant difference. 👇

https://www.thepensionplanner.co.uk/how-financial-planning-can-boost-your-pension-so-you-dont-suffer-a-shortfall/

A good retirement plan should help you understand more than how much you’ve saved. 🏖️It should also show you how to turn...
20/07/2026

A good retirement plan should help you understand more than how much you’ve saved. 🏖️

It should also show you how to turn your pension into a sustainable income that supports the lifestyle you want.

From managing different income sources to preparing for unexpected costs, financial planning can help you approach retirement with greater confidence.

Read our latest blog, linked below, to learn more. 👇

https://www.thepensionplanner.co.uk/how-financial-planning-can-help-you-sidestep-pension-regret/

Could the timing of your pension contributions make a real difference? ⏰According to IFA Magazine, some one-off pension ...
17/07/2026

Could the timing of your pension contributions make a real difference? ⏰

According to IFA Magazine, some one-off pension contributions in March 2026 reached up to 4.4 times higher than the monthly average for the rest of the tax year.

While many people wait until tax year end to maximise their Annual Allowance, contributing earlier could give your money more time to benefit from compound growth.

Read our latest blog, linked below, to learn why mistiming your pension contributions could leave you worse off. 👇

https://www.thepensionplanner.co.uk/why-mistiming-your-pension-contributions-could-see-you-24000-worse-off/

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