ICAEW.com works better with JavaScript enabled.

Retirement

This selection of high-quality resources provides information on retirement planning, managing your retirement finances, taking care of your health and exploring work and volunteering opportunities when reaching retirement age.

Contents
Back to top

Topics

Age discrimination
Equality legislation protects individuals from being discriminated on the basis of their age. On this page you can find articles, books and online resources providing information, legislation and guidance. Also includes information on retirement age.
Flexible options for retirement
Approaching your retirement, there are a number of options for you to consider if you don't want to retire from working life completely. This page provides you with a selection of books, articles and links to help you explore and evaluate your options.
Health and wellbeing in retirement
Retirement means not only grappling with changes to your finances, but also thinking about the impact your retirement will have on your family life and your mental and physical wellbeing. This page provides information on how to cope with these changes and ensure you have a healthy and fulfilling retirement.
Managing your finances in retirement
Books, articles and useful links to help you plan and manage your retirement finances.
Retiring business owners
If you're now considering retirement you will also be considering what happens to your business when you retire. Whether you are passing on a family owned business, or thinking about selling your business to boost your retirement income, the Library's succession planning resources will help you to choose the best option for you and your business.

eBooks

The ICAEW Library & Information Service provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users. If you are unable to access an eBook, please see our Help and support advice or contact library@icaew.com.
Exclusive Good retirement guide 2024: everything you need to know about health, property, investment, leisure, work, pensions and tax
  • eBook
  • 2024
  • Jonquil Lowe
  • Kogan Page
Contains information, suggestions and advice on all aspects of retirement and beyond.
Exclusive Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience
  • eBook
  • 2020
  • Jeffrey H. Rattiner
  • Wiley
Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals.
Exclusive Financial Times guide to saving and investing for retirement: the definitive handbook to securing your financial future
  • eBook
  • 2016
  • Yoram Lustig
  • FT Publishing International
This title provides everything you need to know about how to save and invest so that you can successfully plan for your retirement. It contains information on taxes, ISAs, pensions, investing across different assets and buying property
Terms of use

You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

More eBooks

Articles and books in the ICAEW Library collection

The collection of the ICAEW Library & Information Service includes a collection of articles and books on retirement. Use the links below to see what we have available to request in our Library catalogue.
Pension magic: how to make the taxman pay for your retirement, 2025/26
  • Library book
  • 2025
  • N. Braun
  • Taxcafe UK
This book 'shows you how to build a big retirement pot by claiming thousands of pounds of extra tax relief on your pension contributions'. Includes sections on pension contribution rules, pension freedom rules, pensions v ISAs, higher-rate taxpayers, auto-enrolment, salary sacrifice pensions, company directors, family pension planning and pension planning for the self-employed and property investors.
Retirement planning expert 2023
  • Library book
  • 2023
  • A.E.Smith
  • Quartertoten
Straightforward, practical and easy to understand information - hundreds of hints and tips to help adapt, thrive and achieve a better lifestyle in retirement.

Find more articles and books

To find out how you can borrow books from the Library please see our guide to borrowing books.

You can obtain copies of articles or extracts of books and reports through our document supply service.

Further ICAEW resources

See the following ICAEW topic pages for a selection of online books, articles, guides and useful links:
Older man working from home in meeting
Buying or selling an accountancy practice
This page focuses on ways sellers can make their accountancy practice more saleable, as well as highlighting some areas that potential buyers will want to explore.
Smiling senior employee
Practice succession
Successful practice succession can be a real challenge. You may need to fund the retirement of older partners while keeping the practice an attractive proposition for new ones.
Smiling business women working together on contract documents
Succession planning
Learn about exit strategies, how to ensure your successors have the skills they need and getting the timing right with our selection of articles, books, links and guides.

Retirement Community

Free resources to help you manage the transition to retirement and make the most of your options.
Find out more
Retirement polaroid

HR, Employment Law & Health and Safety Advice

ICAEW members can access FREE world-class HR, Employment Law and health & safety consultancy though our exclusive partnership with Croner.

Visit BenefitsPlus for more information on Croner’s offer and other benefits available to you as an ICAEW member.

Learn more
Croner logo
Can't find what you're looking for?

The ICAEW Library can give you the right information from trustworthy, professional sources that aren't freely available online. Contact us for expert help with your enquiries and research.