The Pension Planner

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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.

A good retirement routine starts with a sense of purpose. 🤝For many people, work provides structure, motivation, and a s...
12/10/2026

A good retirement routine starts with a sense of purpose. 🤝

For many people, work provides structure, motivation, and a sense of identity.

So, when work stops, it can help to find something new that gives your time direction.

That could be exploring new places, honing a skill, joining a club, volunteering, or spending more time with the people who matter most to you.

To discover 5 tips for building a fulfilling retirement routine, click the link below. 👇

https://www.thepensionplanner.co.uk/how-to-build-a-retirement-routine-that-actually-works/

6 scenarios where you may or may not be affected by the upcoming pension rules for Inheritance Tax:🪙 You pay into a defi...
09/10/2026

6 scenarios where you may or may not be affected by the upcoming pension rules for Inheritance Tax:

🪙 You pay into a defined contribution pension
🏡 The value of your estate, including pension funds, exceeds the nil-rate bands
👥 You are passing wealth to someone who is not your spouse or civil partner
💼 You receive qualifying death-in-service benefits
📩 Your dependants receive regular income paid from your scheme pension
📋 You use long-term financial planning strategies to reduce a future tax bill

Read our blog, linked below, to learn more about the upcoming changes. 👇

https://www.thepensionplanner.co.uk/6-scenarios-where-you-will-and-wont-be-affected-by-the-upcoming-pension-rules-for-inheritance-tax/

Could you help your child or grandchild build a retirement nest egg? 🐣A Junior self-invested personal pension, Junior IS...
05/10/2026

Could you help your child or grandchild build a retirement nest egg? 🐣

A Junior self-invested personal pension, Junior ISA, or Premium Bond could all help you set money aside for their future.

For example, you can contribute up to £2,880 into a Junior SIPP each tax year, which becomes £3,600 once tax relief is applied.

Over time, that early start could make a meaningful difference.

Read our blog, linked below, to learn more about helping your children and grandchildren start saving for the future. 👇

https://www.thepensionplanner.co.uk/how-to-help-your-children-and-grandchildren-start-saving-into-a-pension/

You do not have to fill every minute of your day in retirement. ⏰After years of working life, it can be tempting to recr...
02/10/2026

You do not have to fill every minute of your day in retirement. ⏰

After years of working life, it can be tempting to recreate the same pace and structure you were used to before.

But retirement gives you the opportunity to enjoy life at a pace that works for you.

Read our blog, linked below, to learn how you can build a retirement routine that supports the lifestyle you want. 👇

https://www.thepensionplanner.co.uk/how-to-build-a-retirement-routine-that-actually-works/

Could the upcoming pension rule changes affect your family’s future Inheritance Tax bill? 🪙From April 2027, unused defin...
28/09/2026

Could the upcoming pension rule changes affect your family’s future Inheritance Tax bill? 🪙

From April 2027, unused defined contribution pensions will usually be included in the value of your estate for Inheritance Tax purposes.

This means pensions may become less efficient as an estate planning tool, and some families could face a larger tax bill than expected.

However, the rules are not black and white. The impact could depend on your pension type, who you leave your estate to, and whether any exemptions apply.

Read our latest blog, linked below, to discover 6 scenarios where you may or may not be affected. 👇

https://www.thepensionplanner.co.uk/6-scenarios-where-you-will-and-wont-be-affected-by-the-upcoming-pension-rules-for-inheritance-tax/

Talking to young people about pensions is not always easy. 😅For many, retirement can feel too distant, too complicated, ...
25/09/2026

Talking to young people about pensions is not always easy. 😅

For many, retirement can feel too distant, too complicated, or even unrealistic.

But a simple conversation could help them see things differently.

Whether you use a relatable analogy, an online calculator, or a more honest chat about their worries, helping them understand the value of long-term saving could be a powerful gift.

To discover how you can help your children and grandchildren engage with pensions, click the link below. 👇

https://www.thepensionplanner.co.uk/how-to-help-your-children-and-grandchildren-start-saving-into-a-pension/

Are you worried retirement might feel a little rudderless? 🧭After decades of work, suddenly having complete freedom can ...
21/09/2026

Are you worried retirement might feel a little rudderless? 🧭

After decades of work, suddenly having complete freedom can feel exciting, but it can also be a big adjustment.

A simple routine could help you find structure, purpose, and fulfilment in your life after work, without making your retirement feel rigid or restrictive.

Read our latest blog, linked below, to discover 5 ways you can build a retirement routine that works for you. 👇

https://www.thepensionplanner.co.uk/how-to-build-a-retirement-routine-that-actually-works/

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/

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Sheffield
S12DD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+448000787182

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