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

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

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

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

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

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

“I have two children and would like to start investing for them. A relative has recently offered to give me £250 a month for each of them to invest but … Read More

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

Absolutely! The majority of good pension providers now offer a range of investments with positive environmental, social and governance mandates (collectively known as ESG strategies).  Switching is usually quick and … Read More

It is common to accumulate multiple pensions throughout a lifetime and it is also common to consider merging them into one. After all, we now live in a Marie Kondo … Read More