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Retirement

Retirement

Colin Simmons: Putting lockdown savings to tax-efficient use

Pension boost from lockdown pain

clock 26 February 2021 • 4 min read

Retirement

Chancellor Sunak 'likely' to freeze lifetime allowance - reports

Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.

clock 26 February 2021 • 1 min read

Equity release

Bob Champion: Crunch time for Sunak as Budget 2021 nears

Bob Champion looks ahead to next week's Budget - which he says is one of the most important delivered by any Chancellor, at any time...

clock 25 February 2021 • 4 min read

Featured

Gail Izat: Over 50s financial wellness during tumultuous times

Gail Izat explores financial wellness issues for over 50s navigating the pandemic on the journey to retirement...

clock 25 February 2021 • 4 min read

Featured

Chris Read: Applying the Stockdale Paradox to lockdown life

Stockdale’s stoicism can teach us a lot as we begin to yearn for the beginning of the end of Covid-19, writes Chris Read

clock 25 February 2021 • 3 min read

Featured

Gareth James: Grasping the higher rate tax relief nettle

Gareth James looks at the complex area of higher rate tax relief on pension contributions. Something which has been pushed into the long grass many times...

clock 25 February 2021 • 5 min read

Retirement

MP links FSCS levy spike to pensions freedom rapid roll out

Worried by policy change

clock 24 February 2021 • 2 min read

Your profession

MPs to investigate advice in ongoing pensions freedom inquiry

Deadline 15 May

clock 23 February 2021 • 2 min read

Estate planning

Adrian Boulding: Five key post-Covid client needs

As we tentatively emerge from lockdown, Adrian Boulding looks at the five key themes advisers may wish to discuss with their clients in the 'new normal'

clock 23 February 2021 • 5 min read

Investment

Phoenix buys Standard Life brand

Developments on 2018 deal

clock 23 February 2021 • 2 min read
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