Best and worst-paying annuity gap widens on bond-market volatility
The gap between the best and worst-paying annuities has spiked higher in…
7
Pensions experts react to government’s DB surplus plan
Pensions experts have largely welcomed new proposals from the government to allow…
2
Gen Z and Millennials would rather work past retirement than have a non-ethical pension
The vast majority of Gen Z (86%) and Millennials (73%) said they…
Canada Life appoints managing director for retirement business
Canada Life UK has appointed Peter Maddern as managing director of its…
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…
Reaction as auto-enrolment thresholds remain frozen
New pensions minister Torsten Bell has confirmed that auto-enrolment thresholds will remain…
L&G Mastertrust reaches £30bn AUM milestone
L&G Mastertrust has reached £30bn in assets under management (AUM), becoming the…
6
Ros Altmann: The disaster of removing IHT exemptions for unused pension funds
There has been surprisingly little fuss about the shock Budget announcement to…
Lump sums on death payments should stay exempt from IHT: Broadstone
The government is right to ensure pensions are used for the primary…
1
Claire Trott: Navigating annuities and inheritance tax
Since the Chancellor’s Autumn Budget announcement on plans for pensions to be…
3
Torsten Bell named new pensions minister
Labour MP Torsten Bell has been named as the new pensions minister.…
2
PensionBee unveils Climate Plan that sets standard for climate-focused pensions
PensionBee has launched its new Climate Plan that helps customers invest in…
Using a partner’s pension as a financial-planning tool
The Organisation for Economic Co-operation and Development recently warned the UK government…
Pensions outlook: Navigating change and uncertainty in 2025
As we welcome in 2025 and look ahead at the year, the…
1
How widening inequalities signal a warning for the UK pension system
The government has made a commitment to “tackle all the inequalities that…
Adrian Boulding: How to advise on windfall investment gains
October saw the UK host a major investment summit aimed at attracting…
3
How to help clients borrow money from their pension
Clients look forward to the time they can get their hands on…
2
Steven Cameron: Is it time? What flat-rate pensions tax relief would look like
As the 30 October Budget approaches, the usual speculation about reforms to…
Defaqto: DC pension market review – state of play and what to watch
The biggest impact on the pension advice market this year has been…
How to help clients impacted by minimum pension age increase
From 6 April 2028, the normal minimum pension age (NMPA) will increase…
2
Weekend Essay: The UK pension system is ripe for reform
Pensions have always been a battleground for the two main political parties,…
Caitlin Southall: A call for SSAS regulation
As I think everyone in the pensions sector knows, I have been…
Clive Waller: Surveying the retirement planning landscape
To the surprise of many, especially in the financial planning world, George…
Mark Devlin: Pension death benefits set to become less attractive vehicle for wealth transfer
The 2024 Autumn Budget saw the announcement of proposed changes to the…
Hayley North: How I got my own financial plan wrong
I got my own financial plan wrong. Ouch. I correctly calculated how…
Improving cancer survival rates – are your clients covered?
Deepak Jobanputra, Deputy CEO at VitalityLife highlights how advisers should not ignore…
1
How can the insurance industry build consumer trust?
Negative coverage about legacy policies not paying out on a key condition;…
Supporting the cost of Dementia care
Deepak Jobanputra, Deputy CEO, Vitality UK There are over 850,000 people living…
How is technology helping close the mortgage protection gap?
Although mortgage protection gives new homeowners the peace of mind that they…
The balancing act
As we start a new tax-year, investors are facing a dilemma. Financial…
MM Talks: 2025 financial trends, challenges and adviser insights
Welcome to the first MM Talks episode of 2025! Join Kimberley…
Money Marketing Weekly Wrap-Up – 27 Jan to 31 Jan
Money Marketing’s Weekly Must-Reads: Top 10 Stories This week, pensions experts react…
Money Marketing Weekly Wrap-Up – 20 Jan to 24 Jan
Money Marketing’s Weekly Must-Reads: Top 10 Stories This week, Ros Altmann discusses…
Money Marketing Weekly Wrap-Up – 13 Jan to 17 Jan
Money Marketing’s Weekly Must-Reads: Top 10 Stories This week has been a…
Bonds of Contention: Unravelling the volatility in UK Gilts
Gilts have been in the spotlight as part of the recent global…
Short dated credit continues to offer value
Fidelity Short Dated Corporate Bond portfolio managers Kris Atkinson and Shamil Gohil…
All-in yields remain attractive in sterling corporate bond markets
Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share…
Gilt selloff: Return of Truss 2.0?
The ongoing global government bond selloff has pushed 30-year gilt yields to…
Fidelity’s Mike Riddell: Mixed picture facing global fixed income investors
Authors: Mike Riddell and Tim Foster, portfolio managers, Fidelity Strategic Bond Fund…
Navigating bond markets in a volatile post-election market
Kris Atkinson, portfolio manager, Fidelity Short Dated Corporate Bond Fund It might…
