retirement income
-
AI for pensions: transformative potential, responsible use
The pensions industry is entering a new era driven by the transformative potential of AI. From enhancing operational efficiencies to delivering personalised…
-
Supercharge your pension: Moneyfarm’s top tips to maximise your retirement savings
As the cost of living and retirement expenses continue to rise, Moneyfarm, one of Europe’s leading digital wealth managers, shares its essential…
-
Want to make your summer holiday permanent? Don’t forget about your pension
Standard Life‘s Dean Butler answers key pension questions for those looking for something more long-lasting. Dean Butler, Managing Director for Retail Direct…
-
Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension freedom’ rule changes were…
-
Average pension transfer times speed up since new tax year
Simpler pension transfers took an average of just 10.8 days to complete as the industry moved out of the busy tax year…
-
IHT on pensions is a consumer duty challenge for regulator and advisers
Market-leading later life lending platform Air is urging advisers and the regulator to focus on the Consumer Duty challenge posed by the…
-
OCIO mandates reshape fiduciary management as assets under management surge
Outsourced Chief Investment Officer mandates are reshaping the UK fiduciary management landscape, with recent findings from Isio revealing that large-scale OCIO deals…
-
New FOI reveals state pension gender gap ‘almost eliminated’ for new retirees
New data obtained under the Freedom of Information Act by LCP Partner Steve Webb has shown that the ‘gender pension gap’ has…
-
Pensions dashboards could hold key to simplifying IHT and probate, says RSM UK
As pensions dashboards are developed and Inheritance Tax (IHT) is applied to unused pensions from April 2027, RSM UK says there is…
-
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…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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,…
-
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…
-
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…
-
Pre-retirees expect to need over £30,000 a year in retirement, leaving over £18,000 gap to fill every year
New analysis by Broadstone, based on the Department for Work and Pensions’ latest survey ‘Planning and Preparing for Later Life 2024‘, highlights the…
