Pensions

Andrew Goodwin: Politics and pensions - two traps for savers to avoid

Pensions

Andrew Goodwin: Politics and pensions - two traps for savers to avoid

‘Financial saviour or die-hard meddler?’

clock 05 February 2025 • 4 min read
IHT on pensions to cause 'operational complexity and risk' for providers

Pensions

IHT on pensions to cause 'operational complexity and risk' for providers

Expected to lead to delays in payments to beneficiaries

clock 31 January 2025 • 3 min read
DB transfer advice slows since FCA's 2020 crackdown

Pensions

DB transfer advice slows since FCA's 2020 crackdown

Many firms have stopped offering DB advice, regulator finds

clock 30 January 2025 • 2 min read
SSAS and divorce: Everything advisers need to know

Pensions

SSAS and divorce: Everything advisers need to know

'It's estimated that only 4% of divorces include a pension'

clock 30 January 2025 • 5 min read
Reeves: Final phase one pensions review report to be published in Spring

Pensions

Reeves: Final phase one pensions review report to be published in Spring

Chancellor confirms plans for pensions in Oxfordshire growth speech

clock 29 January 2025 • 2 min read
Transitional tax-free amount certificates – what, who, when and how

Pensions

Transitional tax-free amount certificates – what, who, when and how

Regulations came into effect from 6 April 2024

clock 28 January 2025 • 4 min read
'Persistent' pensions gender gap to become more 'acute', MPs told

Pensions

'Persistent' pensions gender gap to become more 'acute', MPs told

Industry says issues are becoming more ‘acute’ for younger generations

clock 23 January 2025 • 5 min read
Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 min read
Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensions

Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensioners over-taxed by £1.3bn since 2015

clock 22 January 2025 • 4 min read
Alternative IHT/pensions strategies outlined as HMRC consultation closes

Tax planning

Alternative IHT/pensions strategies outlined as HMRC consultation closes

Ideas put forward by industry experts in post-Budget technical consultation

clock 22 January 2025 • 6 min read