COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half … Read More
Retirement plans being put in jeopardy
Pandemic threatens pushing over-50s into pension poverty More than half (53%) of people in their 50s fear running out of money in retirement, as they have been the most likely … Read More
What will happen to your pension when you die?
Providing an income or nest egg for your loved ones to enjoy, long after you are gone The way that you decide to take your pension will affect what you … Read More
Wealth preservation
Minimising the impact of Inheritance Tax on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs’ receipts compared to the … Read More
Gender pension gap
British women impacted at every stage of career The staggering impact of the gender pension gap has been revealed in research which shows that women have lower pension pot sizes … Read More
Financial futures
Xers expected to face significant challenges in retirement With many Gen Xers (those born between 1965 and 1980) having entered the job market too late to benefit from final salary … Read More
How to trace multiple old pension pots
Over time, pension schemes close, merge or become renamed Changed job? Moved house? It’s not always easy to keep track of a pension, especially if you’ve been in more than … Read More
How has COVID-19 affected retirement plans?
Attitudes and aspirations of this year’s retirees The coronavirus (COVID-19) pandemic has impacted on every aspect of our lives, affecting individuals’ financial situation and, for many, their plans for retirement. … Read More
Property wealth boost
Older homeowners receive £1.94 billion Older homeowners received a £1.94 billion property wealth boost in the first half of 2021, data shows[1]. More than half of the proceeds of equity … Read More
Generation Xers chronically under-saving
57% face financial difficulty in retirement years According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and 1980) in the UK face … Read More