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Author profile

Retirement Planner

Articles by Retirement Planner

Featured

Govt to pay out £1bn after chronic state pension underpayment

The government is to distribute up to £1bn to 134,000 people after underpaying their state pension over the course of several decades with 90% of those affected being women.

clock 22 September 2021 • 4 min read

Featured

Combined auto-enrolment and personal pension provider Collegia launches

A combined auto-enrolment (AE) and personal pension provider has launched in a bid to provide savers and employers with a seamless, greener and engaging proposition.

clock 22 September 2021 • 3 min read

Estate planning

IHT receipts rise to £2.7bn, HMRC figures reveal

Inheritance tax (IHT) receipts for April to August this year were £2.7bn - £0.7bn higher than the same period a year earlier.

clock 21 September 2021 • 3 min read

Featured

Regulator asks pensions industry to help build savers' understanding

The industry must work together to help savers better understand their options before they reach retirement, according to The Pensions Regulator (TPR).

clock 14 September 2021 • 2 min read

Featured

David Downie: The crucial role of advisers (and cashflow models) in 'no fault' divorces

As a new Act is expected to spark an increase in divorces, the need for actuarial support and straightforward financial advice rises too, explains David Downie

clock 14 September 2021 • 4 min read

Featured

Punter Southall Aspire links with providers to push 'National Pension Tracing Day'

Punter Southall Aspire has joined forces with four of the country's biggest pension providers to launch National Pension Tracing Day on 31 October to highlight the issue of missing or lost pots, which total £19.4bn.

clock 09 September 2021 • 3 min read

Featured

Conservatives suspend state pension triple lock for 12 months

The state pension triple lock has been suspended for one year, the government has confirmed.

clock 08 September 2021 • 4 min read

Featured

PM confirms 1.25% NI tax increase to fund health and social care

Prime Minister Boris Johnson has confirmed that National Insurance (NI) tax will increase 1.25% from April 2022 to fund social care reform and the NHS.

clock 08 September 2021 • 4 min read

Featured

Dividend tax hike hits 'entrepreneurial spirit of the nation'

Prime Minister Boris Johnson’s announcement that dividend taxes will increase by 1.25% to fund social care reforms has been described as a “last-ditch attempt” to spread the costs across society, with members of the investment industry warning this could...

clock 08 September 2021 • 6 min read

Featured

Applications for lifetime allowance protection 'slowing to a trickle'

A freedom of information request submitted by LCP revealed that new applicants for lifetime allowance (LTA) protection have trickled down to 4,000 in the last year.

clock 07 September 2021 • 2 min read
123
Most read
01

Progeny acquires international advice business The Fry Group

28 June 2022 • 2 min read
02

FSCS investigates IFA with links to multi-asset fund subject to SFO probe

30 June 2022 • 1 min read
03

AFM Wealth secures £5.3m acquisition war chest

28 June 2022 • 2 min read
04

Transfer values continue to fall in May - XPS

27 June 2022 • 2 min read
05

Latest pensions dashboard consultation 'missing the point'

28 June 2022 • 4 min read
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