ACTIVE DC MEMBERS

PLAN YOUR RETIREMENT

These external websites have useful tools to help you plan ahead for retirement.

THE RETIREMENT SERVICE

Caterpillar has appointed Hargreaves Lansdown to provide a Retirement Service to DC Plan members. The information they provide can help you choose the best option at retirement and make the most of your hard-earned money. You can contact their Retirement Helpdesk directly with any questions on 0117 314 1798. You can also explore their online support including webinar videos, information about retirement options and planning tools at www.retirementservice.co.uk/cat

MONEY HELPER

You can access guidance on money and pensions through the MoneyHelper website. It brings together the support and services of the three government-backed financial guidance providers: The Money Advice Service, The Pensions Advisory Service and Pension Wise.

MoneyHelper offers free impartial advice about money issues and your pension. There are also online tools and calculators to help you keep track of your finances and plan ahead.

www.moneyhelper.org.uk

There are lots of ways to contact them for free and impartial guidance about workplace and personal pensions. Visit https://www.moneyhelper.org.uk/en/contact-us/pensions-guidance or call 0800 011 3797.

PENSION WISE

This is a government service from MoneyHelper that offers free guidance to anyone aged over 50 with DC pension savings. Find out about your options and book an appointment at https://www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise. You can also call on 0800 138 3944.

Only Pension Wise is authorised to give pension guidance under arrangements made with HM Treasury. Nothing on this website is pensions guidance under arrangements made with HM Treasury.

Finding an independent financial adviser.

You can get help finding an independent financial adviser using MoneyHelper’s Retirement Advisory Directory, at https://www.moneyhelper.org.uk/en/pensions-and-retirement/taking-your-pension/find-a-retirement-adviser. An adviser will usually charge for their time, although many will not charge for the first meeting. Make sure you understand the costs before agreeing to anything.

Please note that neither Caterpillar nor the trustees have any responsibility for, or liability in relation to, information provided by these external websites and services.

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