It’s good to talk
30 October 2015
When was the last time you discussed the family’s finances? The unexpected death of a spouse can lead to considerable...
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Untapped property wealth
30 October 2015
4.8 million retirees are ‘going without’ The British would like to have three quarters of their working income in retirement. However, pensions remain an obscure...
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Aiming for better returns
30 October 2015
Taking risk with some of your money to achieve a sustainable retirement income Sourcing a sustainable retirement income is essential,...
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Power of Attorney
30 October 2015
Providing the legal authority to act on your behalf A Power of Attorney is a legal document that allows you...
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Consumer apathy
2 September 2015
Many people do not yet fully understand the significance of the new retirement income choices Many of Britain’s over-55s say...
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Tax relief on pension contributions
2 September 2015
Annual and lifetime limits to consider Tax relief means some of your money that would have gone to the Government...
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Self-invested personal pensions (SIPPs)
2 September 2015
Providing greater flexibility with the investments you can choose A self-invested personal pension (SIPP) is a pension ‘wrapper’ that holds...
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National Employment Savings Trust pensions
2 September 2015
Low-cost option through your workplace The National Employment Savings Trust (NEST) is a low-cost pension you may be able to...
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Pensions for the self-employed
2 September 2015
funds for your retirement If you’re self-employed, saving into a pension can be a more difficult habit to develop than it is for...
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Options for using your pension pot
2 September 2015
You now have more choice and flexibility than ever before Following changes introduced in April 2015, you now have more...
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Lifetime annuities
2 September 2015
Guaranteeing a regular retirement income for life A lifetime annuity is a type of retirement income product that you buy...
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Investment-linked annuities
2 September 2015
Values dependent on how well the underlying investments perform Investment-linked annuities also pay you an income for life, but the amount you get fluctuates depending on how well...
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Flexi-access drawdown
2 September 2015
Using your pension pot for a flexible retirement income With flexi-access drawdown, when you come to take your pension, you reinvest your pot into funds designed to provide...
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Taking small cash sums from your pension pot
2 September 2015
Consider the tax implications and the risk that your money could run out Under new flexible rules introduced in April...
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Taking your whole pension pot as cash
2 September 2015
A high-risk and non-tax-efficient way to fund your retirement income Under new rules introduced in April 2015, you can now...
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Lifetime allowance for pension savings
2 September 2015
Limiting the value of payouts from pension schemes The lifetime allowance is a limit on the value of payouts from...
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Is cash really king?
2 September 2015
Retirees exploit new pension freedoms Since 6 April this year, anyone aged 55 or over could – in theory –...
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Banking on an inheritance
2 September 2015
One in three Britons rely on a cash windfall to fund their retirement plans Anticipated inheritances often don’t materialise. But...
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Changing financial attitudes
2 September 2015
New priorities increase the protection gap Many Britons consider that having an Internet connection and mobile phone is a greater...
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