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Pensions tools and guides

Below are some useful tools and guides which may help you if you are considering applying for our Stakeholder Pension.

Decision Trees

If you are unsure whether a Stakeholder Pension is right for you, you may find it useful to read the 'Stakeholder Pension and decision trees' booklet produced by the Financial Services Authority (the financial services regulator). Within the booklet there are different flow charts (decision trees) for the employed, self employed and not employed. This booklet is available by clicking here.

Budget calculator

If you're unsure how much you can afford to save each month into a pension, then use the budget calculator. It calculates what your monthly outgoings are and what you have left over.

Useful guides

The FSA have a number of useful guides to help you understand how pensions work and provide information on the various types of pensions that are available.

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