Victory for campaigners as HMRC set to address ‘scandal’ of overtaxed pensions
An HMRC system that has over-taxed pensioners to the tune of £1.3bn…
Lump sums on death payments should stay exempt from IHT: Broadstone
The government is right to ensure pensions are used for the primary…
Legal & General annuity sales reach all-time high of £2bn
Legal & General Retail has revealed its annuity sales have reached an…
‘Peak age’ for prioritising retirement advice is 55, SJP finds
The peak age for retirement planning becoming an advice priority is 55,…
Clients come to financial advisers too late for retirement planning
Over a fifth (22%) of clients come to financial advisers too late…
Reaction as IHT receipts rise by £500m
The Treasury collected a total of £5bn in inheritance tax (IHT) receipts…
It will take another 20 years to close the gender pensions gap, says Scottish Widows
At the current rate of progression, it will take another 20 years…
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Retirees with an annuity experience less stress
UK retirees who are annuity holders are more likely to report lower…
‘Huge sigh of relief’ as Reeves leaves pension tax relief untouched
There were no changes to pension tax relief in the Autumn Budget,…
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FCA: Risk profiling the ‘foundation of good advice’
Accurate risk profiling is the “foundation of good advice”, the Financial Conduct…
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Advisers play ‘pivotal role’ in later-life planning
People who have sought financial advice are more likely to have taken…
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Surge in people accessing pensions without advice
The number of pension plans accessed for the first time surged in…
