Retirement
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Preparing for retirement in the digital age: why financial education must rise to the challenge
By Fannie Wurtz, Head of Distribution & Wealth Division, ETF & Passive Business Lines Today, retirement has become one of the top…
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Employee pension participation rises in 2024 but 45% of adults still not saving and opt-outs high
The Department for Work & Pensions today published its ‘Workplace pension participation and savings trends: 2009 to 2024’. It finds that round…
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Number of reclaims for overpaid tax on pensions breaks half a million barrier – “how much longer will this go on?” asks Steve Webb
New figures published today by HMRC reveal that the total number of claims for overpaid tax on pension withdrawals has now gone…
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Experts react to the announcement that £48.7m of tax has been repaid on pension flexibility overpayments
Today’s July 2025 pensions schemes newsletter finds that from 1 April 2025 to 30 June 2025 (Q2 2025), HMRC repaid £48.7m from 12,767…
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Two-thirds of adults unaware of state pension deferral option
Analysis by retirement specialist Just Group of recent data published by the Department for Work and Pensions, reveals the very low awareness…
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No pension, no plan: the self-employed time bomb
Written by Chris Eastwood, Founder & CEO, Penfold Pensions The government’s decision to relaunch the Pensions Commission nearly 20 years after it…
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IHT inclusion of pensions to drive significant growth in later life lending
The inclusion of unused pension assets in IHT calculations will have a significant positive impact on the later life lending market believes…
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One-year state pension delay could cost early 50s workers over £16k
Workers aged 51–53 could be the first affected if the state pension age rise to 68 is brought forward by a year,…
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Less friction, better transfers: shaping the future of risk transfer
The UK bulk annuity market continues to go from strength-to-strength, and targeting an insurance transaction remains an attractive option for many. Although…
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Nearly 1 in 2 prioritise guaranteed income from their pension in retirement over flexibility
Data published last week from the Department for Work and Pensions, uncovers that the majority of people approaching or in-retirement have a…
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