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Get help with your planning

There are lots of things to think about when it comes to planning for retirement. How and when you take your pension will determine your income for many years to come. It’s important that you get as much help with making these decisions as you can.

Unilever wants you to feel able to make good financial decisions as you plan for your retirement. The services explained below aim to help you with this.

Retirement planning webinars

A man in an orange shirt giving a presentation.

These are free online workshops aimed at anyone planning for retirement, with a focus on those looking to retire in the next 10 to 15 years. They will help you to:

Think about what retirement might look like
Set income targets
Review what you’ve saved and understand what you might get
Make sure you’re currently saving enough
Understand and consider your options at retirement

The workshops are provided as part of the Money Matters Financial Wellbeing programme for Unilever employees, run by First Actuarial. They do not provide independent financial advice.

Find out more and book a place

Retirement 121s

A woman with glasses and a black shirt sitting at a table, working on a laptop.

When you are close to retirement and have received a retirement quotation, you can arrange for a free one-to-one session with a pension expert to help you understand your options.

The sessions are provided as part of the Money Matters Financial Wellbeing programme for Unilever employees, run by First Actuarial. They do not provide independent financial advice.

Find out more and book a place

Independent financial advice

Only a regulated independent financial adviser (IFA) can do a detailed review of your situation and give you a recommendation based on your circumstances.

An adviser can support with many queries, including:

What investment options best suit you
Whether to transfer pensions from one scheme to another
When to retire
Which retirement options to take

It can be a good idea to speak to a financial adviser if you are unsure about the options available to you or you have particularly large or complex finances. There are also some pension options that you will need independent financial advice about under UK law.

Independent financial advice by Origen

To help you access this advice and support, Unilever has negotiated preferential rates for you to use Origen Financial Services. When you receive your retirement quotation, you’ll also get information about how you can use Origen for advice and the costs for their services.

Whether you choose to use Origen, or another financial adviser, it’s a good idea to make sure you leave enough time to get advice and make changes based on what you learn.

Find out more about IFAs

Government support

The government-backed MoneyHelper and Pension Wise services are freely available to everyone to help with financial and retirement planning. The MoneyHelper website has guidance and information about all financial matters.

Pension Wise is part of the MoneyHelper service. It provides free guidance about how you can use your pension savings at retirement. It is specifically for those aged over 50 with at least some savings in a defined contribution pension (such as the Unilever DC Investing Plan or Retirement Savings Plan).

Find out more about Pension Wise