Pensions

Paul Lewis talks about retirement planning

Many people ask themselves 'when can I retire?' or 'how can I plan for the retirement I want?'. Financial expert and presenter of BBC Radio 4's Moneybox, Paul Lewis, talks pensions, annuities, retirement planning and much more.

Watch Paul give his tips and advice

Pension calculator

Find out if you're ready for retirement by using our pension tool. It can help you assess your income in retirement.
Pension
Our guide on retirement planning

When can you afford to retire?

When can I retire? What should I do first? Everything you need to know, from pension advice to retirement planning, is in our guide.

When can I retire?

Understand annuities

You only get one chance to buy an annuity, so it's vital to get it right. Watch Paul Lewis and follow our advice
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We are grateful for the generous support of Dr Naim Dangoor CBE
and The Exilarch's Foundation

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Age UK Advice:
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Are you thinking about retirement?

The pension calculator is a pre-retirement planning tool and can help you plan ahead.

Useful website

  • The Pension Service provides details of state pensions‚ including forecasts and how to claim your pension.

Useful information to download

  • Information on the financial issues to should consider as you approach retirement.
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    Help with downloads

    Downloads

    What is a download?

    A download is a document (like a research report, a leaflet, or an application form) that can be transferred from our website to your computer. You can download a file, view it on your screen, print it, or save it to your computer.

    What is a PDF?

    PDF stands for ‘portable document format’.

    Most downloads on this website are PDFs. We use this format to ensure that the document looks the same on everyone’s computer (website pages, by contrast, appear differently depending on how people have set their computer up).

    How do I download a PDF?

    Computers use a program called Adobe Acrobat Reader to download PDFs. If you try clicking on a link to download a PDF and it doesn’t work, you will need to install Adobe Acrobat Reader onto your computer.

    How do I install Adobe Acrobat Reader?

    The process is quite straightforward and is free.

    1. Go to opens link in new window opens link in new window http://get.adobe.com/uk/reader/
    2. Click ‘Download’.
    3. Wait for the window to offer you the option to ‘Run’, then choose this option.
    4. Click ‘Next’.
    5. Click ‘Install’
    6. Wait for the window to offer you the option to ‘Finish’, then choose this option.

    How do I change a download?

    PDFs cannot be changed. If you need to be able to type into a downloaded document (for example, if we are offering a letter template that you need to put your name on) we will provide it as a Microsoft Word document rather than a PDF. You can then download it, type into it and save it to your computer.

    How do I print or save a download?

    Downloads will open on your computer in a new browser window.

    Inside this window (below all your web browser menus), there will be a toolbar with options for you to print or save the document.

    Close the browser window to return to the Age UK website.

    Can my screen reader read PDF downloads?

    We have made every effort to make our PDFs accessible to screen readers. Here is an overview of your accessibility options available in Acrobat Reader. Please ensure that you have downloaded the latest version of Acrobat Reader from the Adobe Reader website to ensure that they are included in your version of the programme.

    You can use Adobe Reader to read a PDF out loud with the following shortcut keys:

    • Read the document: Shift +Ctrl+Y
    • Read the open page only: Shift +Ctrl+V
    • Read to the end of the document: Shift+Ctrl+B
    • Pause: Shift+Ctrl+C
    • Stop Shift+Ctrl+E

    You can also convert a PDF into a web page by following these steps:

    • Copy the URL (web address) of the document (right-click on the link and select ‘Save target as’ or ‘Copy link’).
    • Open the Adobe online conversion tool in your browser and paste the URL into the URL box.
    • Tick the HTML box on the Format option and click ‘Convert’.

    You can convert a PDF document into a text file for use with other software and hardware such as Braille printers by opening the PDF and choosing ‘Save as text’ from the File menu.

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