Retirement advice. Getting the best from retiring.

Firstly, moving into retirement can be one of the most exciting times of your life. However, it can also be daunting if you do not plan wisely. We can help you with retirement advice. Here are a few tips to help you plan to make the most of your retirement.

State pension. How much will you receive in retirement?

Your state pension is based on your national insurance contributions. So, if you have been “contracted out” by your employer, you may receive slightly less. However, you should have more in your private pension.

Your state pension is based on your own National Insurance (NI) contributions made during your working life. The amount everyone gets can be different. The full rate of the New State Pension is currently £221.20 (2024-25) a week which is £11.502 a year. The best way to find out how much you will receive is to use the Check your State Pension service to get a personalised forecast.

The only reasons the amount can be higher are if:

  • You have over a certain amount of Additional State Pension
  • You delay taking your State Pension. This is known as deferring your pension

You are still entitled to a State Pension if you have other forms of income such as a personal pension or a workplace pension.

Remember your State Pension is taxable.

Lost an old pension scheme?

The UK government has set up a pension tracing service to help people that have lost track of their pensions. The Pension Tracing Service was launched to help you find those small pension funds that you have lost track of.

With just a few details you could instantly find out the contact details of previous employers scheme. You will need the name of an employer or a pension provider to use the service. The service won’t tell you whether you have a pension, or what its value is though. You will need to contact the pension company directly for that.

Are you getting all your pension entitlements?

Pension credit

It is estimated that four in ten current pensioners could be missing out on Pension Credits. Pension Credit is an income-related benefit made up of 2 parts – Guarantee Credit and Savings Credit.

  • Guarantee Credit tops up your weekly income if it’s below £218.15.00 for single people (24/25) or £332.95 if you have a partner (24/25).
  • Savings Credit is an extra payment for people who saved some money towards their retirement, for example, through a pension.

Also, you pay no tax on Pension Credit.

Winter Fuel Payment

If you were born on or before 25 September 1957 you could get between £250 and £600 to help you pay your heating bills. This is known as a ‘Winter Fuel Payment’.

You usually get a Winter Fuel Payment automatically if you are eligible and you get the State Pension or another social security benefit.

How Anstee & Co can help you with retirement advice.

If you are coming up to retirement or have recently retired, then why not arrange a meeting with us. A financial planning review with one of our advisers will help you plan for a secure retirement. The initial “getting to know you” meeting is at our expense and is without obligation.

We are a firm of Independent Financial Advisers (IFA). Being independent means that the retirement advice we provide is unbiased. Meetings can be arranged at a time and location that is convenient for you. This can be at your home, online or face to face. We make use of meeting rooms located in-

  • Kettering, Northamptonshire
  • Northampton, Thrapston and Wellingborough in Northamptonshire
  • Bedford, Bedfordshire
  • Market Harborough, Leicestershire
  • London, Greater London

If you have any thoughts on this article, “Retirement advice. Getting the best from retiring.”, then we would love to hear from you.

Finally, the information contained in this article is for information purposes only and does not constitute financial advice. No action should be taken based on this information alone. Anstee & Co is authorised and regulated by the Financial Conduct Authority (FCA).

Peter Anstee