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Retirement

Self-employed face retirement saving 'obstacle course'

Pensions

Self-employed face retirement saving 'obstacle course'

‘Structural gap’ in participation between employees and self-employed

clock 22 September 2026 • 4 min read
Royal London launches estate and inheritance planning framework

Tax planning

Royal London launches estate and inheritance planning framework

To help advisers prepare for ‘significant changes’ in April 2027

clock 22 September 2026 • 2 min read
Investment Association calls for tax policy stability in Budget to encourage investing

Tax planning

Investment Association calls for tax policy stability in Budget to encourage investing

‘Policy uncertainty damages confidence’

clock 22 September 2026 • 2 min read
Client confidence boost from advice review in retirement fades after six months

Retirement

Client confidence boost from advice review in retirement fades after six months

Widespread uncertainty about how much can be sustainably spent in retirement

clock 16 September 2026 • 3 min read
Guaranteed income integration critical to guided retirement success

Pensions

Guaranteed income integration critical to guided retirement success

Research finds annuitisation rates of 55% to 60% are possible without compulsion

clock 16 September 2026 • 5 min read
'Prepared, informed and confident': Getting clients match fit for 28 October

Tax planning

'Prepared, informed and confident': Getting clients match fit for 28 October

'The most valuable Budget planning is rarely about trying to second-guess the chancellor's speech'

clock 16 September 2026 • 4 min read
DWP seeks small pension pot default consolidator solution

Pensions

DWP seeks small pension pot default consolidator solution

Government aims to have small pot consolidation operational from 2030

clock 15 September 2026 • 2 min read
Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Pensions

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Takes case to The Pensions Ombudsman

clock 10 September 2026 • 2 min read
Pension changes to impact more than half of advised clients

Pensions

Pension changes to impact more than half of advised clients

Advisers’ biggest concern is not understanding the pension IHT rules

clock 09 September 2026 • 2 min read
HMRC updates on information sharing for IHT on pensions

Pensions

HMRC updates on information sharing for IHT on pensions

Second technical note

clock 01 September 2026 • 2 min read
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