Retirement
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Proposals to scrap pension 25% tax-free lump sum and levy IHT on pots could undermine retirement plans
The Institute for Fiscal Studies today released a number of proposals for the reform of pensions taxation, including scrapping the 25% tax-free lump…
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7IM research reveals worrying gender divide when it comes to retirement regrets
Research from 7IM reveals that women face a dangerous cocktail of concerns, being more likely to regret their retirement decisions and feeling…
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Legal & General responds to the Minister for Pensions shake up of private pensions
The Minister for Pensions has announced several private pension reforms aimed to improve fairness, adequacy and predictability for members: These measures are…
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Will the Chancellor raise the lifetime allowance? Analysis from Evelyn Partners’ Smith and why it’s not the only pension tax relief snag
Reports have emerged that the Chancellor could increase in the Budget the amount people can save into their pensions tax-free in order…
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Small pension pots: “Government needs to ‘get off the fence and take action’” – Steve Webb, LCP
Today DWP has published a ‘call for evidence’ on potential solutions to the problem of small deferred pension pots. The two lead…
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Aegon: three pension tax rule changes needed to encourage employment amongst over 55s
After setting out his 4 E’s for Economic Growth, including Employment, there are reports that the Chancellor is considering changing certain pension…
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Pension transfer values fall by over a third during 2022 due to rising gilt yields
Defined benefit transfer values have fallen precipitously over 2022 as investor concerns over UK debt drove government bond (gilt) yields higher, analysis…
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DWP plan to keep Automatic Enrolment trigger at £10,000 set to bring more low earners into pensions system
AJ Bell head of policy development Rachel Vahey comments on the DWP’s plan to keep Automatic Enrolment trigger at £10,000. She said:…
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2028 minimum pension age increase – not popular but could be beneficial says Standard Life
While many people aspire to retire as early in life as possible, the additional savings you can make during the latter years…
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Tax return deadline: How filling out tax self-assessment can dramatically boost pension tax relief
Tom Selby, head of retirement policy at AJ Bell, comments on the pension tax benefits of filling out tax self-assessment: “Millions of…
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