I suspect that many a ‘boomer’ might be pleased with the ‘problem generation’ label. When they...
Tag archive for: Pensions

“Campaigners claim victory as HMRC overhauls pension withdrawal tax system”
This has been a long-standing bugbear for many an adviser and more particularly our clients taking...
“‘The Treasury needs to commit to a pensions tax lock'”
Every chancellor in every complexion of government feels the need to tinker, for better or worse...
“Advisers should not fear being replaced by AI”
Until I read this, I hadn’t worried that I or any of my ilk might be replaced by robots, or AI at...
“‘Over half of Brits fail financial literacy test'”
Two of my own children have said to me, when encountering for the first time pensions, ISAs, bank...
“Overtaxed savers reclaim £1.3bn on pension withdrawals since 2015”
This is an issue well-known to many of our clients. If you do want or have to dip into your...
“‘Humans are not wired for a modern day retirement'”
The conversations we have with clients about their retirement inevitably start with ‘can we afford...
“Labour drops LTA reintroduction plans”
You heard it here first, the Lifetime Allowance won’t, it seems be reintroduced when/if Labour...
“Tories pledge ‘triple lock plus’ tax cut for pensioners”
If the State Pension does keep rising with the Triple-Locked highest measure of inflation, and the...
“More than a third of pots non-advised when entering drawdown”
Three headlines this week which should give rise to at least a bit of concern amongst the adviser...
“Call for system overhaul as HMRC pays back £42mn in pension tax”
Next year’s budget (who knows who’ll be presenting that) will be the tenth anniversary of ‘Pension...
“Save £460 a month in your twenties to become ‘pension millionaire’”
I’m sure the first reaction of most will be ‘easier said than done’. If you’re in you, or more...
“Middle-aged people in a relationship find it easier to plan for retirement”
This may come as a surprise to many a married person, but it seems that being single is far more...
“People put off from pension saving by complex system”
Many of the conversations we have with clients about pensions involve helping them to understand...
“Midlifers face ‘uphill challenge’ when saving for comfortable retirement”
There are a heck of a lot of variables to consider here. One person’s midlife is another’s old age...