Matt Williams
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Rathbones warns on kneejerk pension withdrawals amid pre-Budget regrets
Rathbones, one of the UK’s leading wealth management firms, is warning that fears over pension tax changes are driving premature withdrawals of…
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Just Group announces ground-breaking retirement solution on leading platform Fundment
Retirement specialist Just Group today announces the introduction of Fixed Term Investment (FTI), a structured pension investment delivering guaranteed income and/or guaranteed…
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Rathbones: Gen Z need £3m+ for comfortable retirement
Young people typically now in their 20s, known as Generation Z, are likely to need at least £3 million to retire comfortably due to…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals, but new…
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Past Lessons, Future Gains: SPP offers recommendations for improving collective schemes role in current pensions landscape
The Society of Pension Professionals (SPP) has published a thought leadership paper “Past Lessons, Future Gains” which examines the case for DB…
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AIC calls out “frustrating” lack of progress on Pension Schemes Bill
The Association of Investment Companies (AIC) has expressed disappointment that the government has not taken the opportunity to amend the Pension Schemes Bill in…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode…
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Standard Life to launch next generation private markets default strategy
Standard Life is launching Future Opportunities, a new alternative default pension strategy designed to enhance outcomes through exposure to private assets, complementing…
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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA) transaction with the Stora Enso UK…
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One in seven UK adults have never checked their pension
Consumers are being urged to strengthen their pension during this year’s Pension Engagement Season, however new research from Standard Life reveals one in…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group highlights the steepest…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding higher earnings and gaining greater visibility,…
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Almost half of UK adults don’t know how much is in their pension
Two-thirds of the Silent Generation and over half of Baby Boomers can’t estimate their pension savings, while more than a quarter of…
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Royal London remains most recommended personal pension and Aviva leads in SIPP market
Advisers continue to concentrate recommendations on a handful of providers, with four firms accounting for 80% of personal pension choices and Aviva…
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deVere: UK state pension to rise but tax trap is closing fast
The UK state pension will jump 4.7% next April to about £12,534.60 a year, yet that figure sits barely £35 below the…
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AJ Bell: Over £70 billion withdrawn from pensions as drawdown sales jump to almost 350,000
Pension withdrawals jumped 36% to over £70bn in 2024/25, according to FCA data analysed by AJ Bell, as savers tapped into their…
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EV: How investing just £1 today could grow into £23 by the time you retire
With “Pension Awareness Week” [15-19 September 2025] taking place this week, analysis from financial technology solutions provider EV, demonstrates just how powerful…
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TPR: Have your say on TPR’s new Enforcement Strategy
The Pensions Regulator (TPR) has published a consultation on a new enforcement strategy that reflects its evolution into a more proactive, prudential…
