On this page you will find books, articles and links to help you plan and manage your retirement finances.
Online books, guides and publications
eBooks
The library provides full text access to a selection of key business and reference eBooks from leading publishers.
The good non retirement guide
Kay, Frances (23rd ed. Kogan Page, 2009)
This book "is packed with information, suggestions and advice on every aspect of retirement and beyond. It will enthuse you to do things you've never thought of, and help you to sort out the practicalities if you don't already have the knowledge or contacts. It is an invaluable resource book, and its purpose is to help you enjoy your retirement to the full". Chapters cover health, property, investment, leisure, work, pensions and tax.
You will need to be logged-in to the website to read these eBooks.
Online articles
The library provides access to a range of articles in full text from leading business, finance and management journals.
You will need to be logged-in to the website to gain full access to the range of articles available online.
Useful links
Pensions and retirement planning (DirectGov)
Information on pensions and retirement-related content on the DirectGov website, including a beginners' guide to pensions, planning for retirement and financial support and concessions.
Pension planning for the self-employed (Business Link)
Guide from Business Link on planning your retirement finances if you are self-employed.
Self-employed and pensions (Pensions Advisory Service)
Useful information on private and state pensions for the self-employed from the Pensions Advisory Service, an independent non-profit organisation that has provided information and guidance on pensions since 1983. In addition to a wide range of news, guidance and FAQs, the site provides a useful overview of pensions leaflets and publications from a range of official bodies.
Pensioners (HMRC)
Information from HMRC including approaching retirement, paying the right tax after State Pension age, how your pension income is taxed, passing on your money and property and HMRC Inheritance Tax.
Inheritance Tax (HMRC)
Information from HMRC including an introduction to Inheritance Tax, Inheritance Tax when passing on money or property, Inheritance Tax and trusts and trusts and Inheritance Tax for solicitors and tax advisers.
Planning your retirement (Which?)
Information from Which? on how to plan your retirement
Money (CABA)
The Chartered Accountants Benevolent Association, which supports ICAEW Chartered Accountants and their families through difficult and challenging times, provides practical resources and tips to help you if you face financial challenges, require debt advice or need assistance with benefits. CABA provides assistance to ICAEW members and students as well as the families of current, former or deceased ICAEW members.
Pensions and retirement (Money Advice Service)
Pensions and retirement section from the Money Advice Service, a free, independent service set up by the UK government. The site provides a selection of useful links and guides for managing your finances at different stages of your life.
Articles and books in the Library collection
Selected books available from the ICAEW library
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Pensions simplified
Granger, Tony (7th ed., Management Books 2000, 2010)
Includes chapters on the changing pensions landscape, pensions as part of retirement planning, different types of pension fund, pensions simplification- the new rules and overview, pensions for the self-employed, occupational pension schemes, stakeholder pensions, state pension scheme, partnership and LLP pension schemes, starting a pension fund- what to do next, and who can help you with pensions questions.
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Financial Times guide to pensions and wealth in retirement
Greenwood, John (FT Prentice Hall, 2009)
Includes chapters on pensions and what they mean to you, private pensions, state pension provision and wealth management in retirement which covers managing your retirement, annuities, income drawdown, retirement savings not held in pensions, disputes and unclaimed pensions, retiring abroad, and inheritance tax planning in retirement.
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Which? Pensions explained
Lowe, Jonquil (Which Publishing, 2010)
Includes chapters on why pensions are important, the state pension, work-based pension schemes, the National Employment Savings Trust, personal pensions, leaving a scheme early and how transfers work, pensions and your family and your investment options.
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A guide to personal pensions and the pensions industry
Grant, Patrick (Straightforward Publishing, 2006)
Includes a general pensions overview, formulating a retirement plan, future changes to pensions, pensions through a job, options where there is no occupational pension scheme and reaching retirement.
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Pensions handbook
Reardon, Anthony (9th ed., Pearson, 2003)
Includes pensions simplification and new proposals, maximum permitted benefits, unapproved pension schemes, funding methods, insured pension arrangements, retirement annuities, state benefits, executive pension and retirement options and investment considerations.
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Retirement planning handbook
Bertram, David (8th ed., Pearson, 2002)
Includes introduction to financial planning for retirement, pensions and retirement annuity, investments, financial protection, income tax and capital gains tax, inheritance tax, making a will, trusts and retiring abroad.
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Stakeholder pensions: a practical guide (in 2 volumes)
Hammond Suddards Edge (Tolley, 2000-01)
Includes introduction to stakeholder pensions, legal frameworks, tax, regulation and governance, setting up a stakeholder scheme, strategies and tactics for stakeholder pensions.
Search the Library collection
To find out how you can borrow books from the Library please see our guide to book loans.
You can obtain copies of articles or extracts of books and reports by post, fax or email through our document delivery service.
Can't find what you're looking for?
If you have any difficulty in finding the material you are looking for please contact the enquiry team by phone on +44 (0)20 7920 8620, by fax on +44 (0)20 7920 8621 or by email at library@icaew.com.
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