Call to review tax-free pension lump sum
Withdrawing the entire pot to access 25% puts the rest at risk of stagnating
Withdrawing the entire pot to access 25% puts the rest at risk of stagnating
‘The industry needs to step up and do better to help investors be realistic’
As ‘tougher’ access rules make it ‘complex for savers’
‘Small changes – just a fraction of 1% – can make a real difference’
It will ‘revolutionise how people keep track of retirement savings’
Advice firm believes a third of UK retirees will have their pots insured by mid-2020s
‘Every delay risks letting down a generation of savers’
With nearly half considering leaving the space within a year
Inconsistency of data and information compliance could be the next big headache for the sector
Less suitable British Steel client outcomes ‘could have been avoided’ if rule was in force at the time
‘Hard to believe’ that inheritance tax is not ‘under the microscope’ to fill hole in UK budget