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Why you need to use your pension savings allowance

Every year, at this time of year, financial advisers remind their clients of the benefits of using up pension savings allowances which qualify for tax relief at the taxpayer’s top

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Terminal Illness: To transfer or not to transfer?

Final salary or defined benefit schemes are considered to be the best form of pension provision due to the promise of a guaranteed income for life. For most people this

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Budget 2017 – 10 end of tax year saving tips

Recent Budgets and Autumn Statements have brought much cheer for the investor with the introduction of the pension freedoms, Lifetime ISA, dividend allowance, increases to ISA allowances, and reductions in

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Pension transfers: the impact of ill health on your options

Final salary or defined benefit schemes have long been considered the ‘Rolls Royce’ of pension provision. For most individuals the promise of the guarantees they offer should not be given

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To transfer or not to transfer?

With cash equivalent transfer values at a long term high, you may be tempted to cash in your pension during this low interest rate era, but is that wise? The

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Annuities: You could save by shopping around

The FCA found that 60% of customers were not switching providers when they bought an annuity and up to 80% of these customers could have got a better deal on

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Fidelity calls on Government support for pensions

Ahead of November’s Autumn Statement, Richard Parkin, head of pensions policy at Fidelity International, has put together his five point retirement “wish list” for the Chancellor. Leave pension tax relief

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Mixed response to annuity U-turn

George Osborne, as Chancellor, positioned the plans for a secondary annuity market as extending the pension freedoms introduced in April 2015 which provide those with defined contribution pensions complete freedom

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Ros Altmann: Major disappointment for thousands of people:

The Government’s decision not to proceed with its proposals to allow people to sell back their annuity income will come as a major disappointment to thousands of people. Many have

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Secondary annuity market plans scrapped

Announcing the news, HM Treasury said that it had taken the decision after it became clear that creating the conditions to allow a competitive market to emerge could not be