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retirement journey

Real retirement stories

Follow five of our clients as they approach retirement and see the decisions they face

Meet Anthony, Martin, Christina, Neil and Bryan. They're five of our clients who are all close to retirement. Tom McPhail, Head of Pensions Research, is meeting with them to learn about their journey. Follow their stories as they approach retirement and the choices they have to make.

Meet the five clients


Free guides to help you plan


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Important: The information on our website is not personal advice but we can offer advice if specifically requested. What you do with your pension is an important decision, which could be irreversible. Drawdown is a more complex option than an annuity. Make sure you understand your options and check they are suitable for your circumstances: take appropriate advice or guidance if you are unsure. The Government's free Pension Wise service can help. It provides impartial guidance face-to-face, online or by phone - more on Pension Wise.