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Managing your finances

Books, articles and useful links to help you plan and manage your retirement finances.

What's on this page?

  • eBooks
  • Online articles
  • Useful links
  • Books and articles from the library

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Featured eBook

The good retirement guide
Jonquil Lowe (34th ed. Kogan Page, 2020)

Provides information, suggestions and advice on a broad range of subjects to help you enjoy your retirement to the full. Chapters include health, property, investment, leisure, paid work, voluntary work, pensions and tax.

You will need to be logged-in to the website to read this eBook.

Featured article

Drawing down in a pandemic

Article on the financial impact of Covid-19 on retirees in the US and how the pandemic is challenging old assumptions about withdrawal strategies.

You will need to be logged in to the website to gain full access to the range of articles available online.

eBooks

The Library 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.

Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience

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.

Daily Telegraph tax guide 2020

The Daily Telegraph Tax Guide is the UK's bestselling tax handbook, containing everything you need to know about completing a self-assessment tax return for 2019/20.

Good retirement guide 2020, The: everything you need to know about health, property, investment, leisure, work, pensions and tax

This book is packed with information, suggestions and advice on every aspect of retirement and beyond. It aims to inspire you to do things you've never thought of, and help you to sort out the practicalities should you have not already explored the opportunities available. It is an invaluable resource book which will help you enjoy your retirement to the full.

Financial Times guide to saving and investing for retirement: the definitive handbook to securing your financial future.

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

How the stock market really works: the guerrilla investor's secret handbook

A guide to investing for non-specialists.

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.

Online articles

The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.

Suddenly retired

Offers tips on managing finances for those who leave the workforce earlier than planned. Written from a US perspective.

Managing your wealth after you make it to retirement

With some people now living as long as 30 years past retirement, this article discusses how best to manage your money. Includes tips on when to retire, investment strategy and budgeting.

A benefit or a curse?

Discusses the new pension freedoms to be implemented in April 2015 in Great Britain and the need for careful retirement planning.

Measuring how much we need for retirement

The article focuses on a study conducted by research actuary Megan Butler about retirement adequacy goals for South African households. Topics discussed include factors influencing how adequate retirement savings are, such as tax rule changes and consumption, and an eight-step model that Butler used to estimate retirement adequacy target.

The retirement conundrum convention

A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund greater longevity. With a variety of new solutions coming onto the market, this could be the time to rethink conventional wisdom, according to James Holt.

Female pension savers at all-time low

The number of women preparing adequately for retirement through a pension is at an all-time low and remains well behind the preparation levels of their male counterparts, according to research by Scottish Widows

Useful links

Plan your retirement income
Guidance from Gov.uk on pension planning and options.

Pensions Advisory Service
Useful information on company, personal and stakeholder schemes as well as state pension options.

Pension Wise
A UK government service providing free and impartial advice on defined contribution pension options.

National Insurance and tax after State Pension age
Information from GOV.UK on National Insurance contributions after state pension age, age-related tax allowances and claiming back tax or National Insurance.

Inheritance tax
Guidance from HMRC covering basic background information, trusts and specific guidance for solicitors and tax advisers.

Money Advice Service: Retirement
Retirement planning guidance from the Money Advice Service, a free, independent service set up by the UK government. Topics include pension options and how to maximise income.

Which? Money: Pensions and Retirement
Advice from Which? on financial planning, understanding pensions and other income options.

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.

Online tools

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

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

Can't find what you are looking for?

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