Retirement

About 30% of savers took regulated advice before accessing their pot

Annual allowance ‘scheme pays’ – dates for your calendar

Popularity of annuities returned as rates increased

Rachel Reeves could make significant changes to pension rules

Head of retirement says further research and reform needed on AE

HMRC says further regulations will be introduced when ‘parliamentary time allows’

'Uncertainty caused by Budgets is it isn't helpful for financial planning'

Report includes recommendations on AE earnings thresholds, contributions and legislation

Aims to provide clarity on tax rules and the legalities of estate planning