Make the most of your money and start planning a future that's whatever you want it to be.

More sunshine ahead
Stepping into retirement is a mindset – The Exchange is where that mindset grows. Explore new blog posts, honest insights and useful tips to help you take the next step. 
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Find out about:

  • What an IFA is
  • When you might need one
  • Get the most out of an IFA
  • Guidance vs advice

Finding the right support

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Find out about:

  • What the State Pension is
  • How much you'll get
  • When you'll get it
  • Things to think about

Planning for your State Pension

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Find out about:

  • The four stages of retirement
  • Things to think about as you plan
  • How to think about your future self

Rehearsing for retirement

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Find out about:

  • How money beliefs shape us
  • How they affect decision-making
  • What money type you are

Our money beliefs

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