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  • James Jones-Tinsley: Guided Retirement Duty could be game changer

    During May, the Pensions Policy Institute (PPI), sponsored by The Pensions Regulator (TPR), concluded that defined contribution (DC) pension savers – including those in SIPPs, as well as in Workplace Pensions - require more guidance when choosing suitable retirement products.

  • Lisa Webster: Overcomplicated rules are a threat

    It may be more than a year since the Lifetime Allowance was formally abolished but issues are still emerging from the mess made by rushed legislation.

  • Lisa Webster: To gift or not to gift?

    Since the announcement that pensions are to be included in estates for inheritance tax (IHT) purposes the question of whether those with large pension pots should be giving some funds away has become increasingly common.

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Younger workers are much more money-minded than people might expect and are saving aggressively to achieve an ambitious retirement, according to a new report.

The UK’s wealthiest retirees paid themselves annual pension income of around £3m each last year but lost almost half of that in tax, according to figures published for the first time today.

Two-thirds (64%) of individuals aged 50-59 would be interested in receiving targeted support suggestions from regulated firms, new research suggests.

Rumours of a tax rise in the Budget have encouraged 16% of people to plan to raid their pension pots for tax-free cash, according to new research.

Concerns over pensions adequacy remain a priority for some people, according to a survey from the Pensions and Lifetime Savings Association (PLSA).

Whilst the majority of UK workers between the age of 43 and 58 have clear aspirations for their retirement, but only 12% have clear financial goals and a budget for retirement, according to a new report.

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