Back to Discover

Finance · Investing & pensions

Understanding your pension

Understand how workplace and personal pensions work, what your statements mean and the choices that shape retirement income.

18 min3 modulesBeginner friendly
Start this free course

Free to take. This course does not use any Learning Credits.

What you’ll be able to do

Understand the main kinds of pension and identify the questions worth asking about your own retirement plan.

Course outline

A clear route from first principles to practical confidence

  1. 01

    Pensions in plain English

    • Why pensions exist
    • Workplace and personal pensions
    • Your pension vocabulary
  2. 02

    Understand your position

    • Finding your pension information
    • Contributions and tax relief
    • A simple retirement estimate
  3. 03

    Make confident next steps

    • Comparing your options
    • Questions to ask a provider
    • Your pension checklist