MonthActionWhat do you need to do?

March

Review your ISAs

If you have your own cash or stocks and shares ISA now is the time to review your rate and see if you could get a better deal by switching. You might also want to top up your ISA if you have any ISA allowance remaining.

If you don’t have an ISA then think about whether you want to join uSave. For more information on this, click here.

June

Money Matters

Financial Education annual roadshows

We will be running workshops at most of the main UK sites as well as online Live Meetings. These receive excellent feedback and if you haven’t given them a try, why not come and see what you are missing.

To sign up to a workshop, click here.

July – August

Pension choices annual renewal

This is the time when you can make changes to your pension choices. You’ll be sent an annual renewal pack with all the details on how to do this and the deadline for returning your forms.

For more detail on the choices, click here. You can also use the Pensions modeller and the ‘People Like U’ tool to help you make your decisions.

November

SHARES

If you are Work Level 1, now is the time that you can sign up for the SHARES scheme.

More information can be found here.

All year round

ShareBuy

You can change your contributions or sign up to ShareBuy at any time as long as you’ve been employed by Unilever for 6 months.

More information can be found here.

All year round

New Joiner Live meetings

If you’re new to Unilever, attend one of our New Joiner Live meetings. These are run remotely every few months and provide you with an introduction to the benefits provided now you are a Unilever employee.

To book onto a New Joiner Live meeting, click here.

All year round

At Retirement 121

If you have an agreed retirement date in the next few months and you have received a retirement quotation from the Unilever Pensions team then you may be eligible for an At Retirement 121 with a pensions expert.

For more details on what these sessions cover and how to book, click here.