Using the value of your home to fund retirement
Equity release on the rise – creating ‘new opportunities for wealth advisers to step to the fore’
Retirement
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Minority of Brits aware of inheritance rules
Financial planners and investment managers are urging people to make provisions
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Two schemes to protect your pension lifetime allowance
Current LTA is just over £1m but eligible individuals can lock-in 2016 rates
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British Steel workers get improved pay-outs
Financial Services Compensation Schemes issues update on Active Wealth clients
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How to claim back the 25% Qrops charge
HM Revenue & Customs has released updated guidance that will come into effect on 25 April 2019
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Only 34% of UK retirees prepare before using pension freedoms
Retirement planning is ‘not easy to self-regulate’ and can be an ‘uncomfortable process’
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US-compliant Sipp added to Momentum Pensions range
Americans with UK pensions have ‘been underserved over the years’
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More UK firms eye collective DC pensions
Some companies are already making provisions to introduce such schemes
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Jane vs Joe: mapping out the gender pay gap
It is well-known that women tend to earn less than men – but what are the true consequences of that?
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UK pension dashboard news draw public scorn
But all providers will be required by law to make information available
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Industry arrogance turning people away
Adviser-turned-podcaster with 2m downloads advocates a simpler approach to financial planning
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Will Hong Kong tax incentives boost retirement savings?
Tax-deductible limit hit HK$60,000 for individuals on 1 April 2019