Retirement
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be able…
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Why going beyond the pension minimums isn’t always the right decision
With more savers increasing their pension contributions beyond the minimum, it’s easy to see this as a positive step. However, as Ahmed…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaranteed Fixed Term Income Plan…
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Regulatory outlook: the case for a ‘Pension Tax Lock’ and what the state pension age review could mean for future pensioners
Key regulatory and legislative developments are set to impact the UK personal finance, pensions, and financial planning sector this October. AJ Bell’s…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial Planning, to…
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From pots to property: Scottish Widows’ Carolyn Jones highlights why it’s time to rethink how homes are used in retirement planning
With many retirees now facing the prospect of longer lives, higher costs and smaller pension pots, the role of property in retirement…
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AJ Bell launches parliamentary petition demanding ‘Pension Tax Lock’ protecting tax-free cash
AJ Bell has launched a new parliamentary petition demanding government commit to retain key pension tax incentives, ending damaging speculation over the…
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Steve Webb: Millions of pension records ‘set to be deleted’ – could ‘fatally’ undermine efforts to correct state pension errors
A new FOI reply received by Steve Webb has revealed that there is a risk of millions of historic state pension records…
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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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