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Retirement

Why IHT changes mean advisers should look closely at lifetime mortgages

Equity release

Why IHT changes mean advisers should look closely at lifetime mortgages

Advisers should consider lifetime mortgages in IHT mitigation planning

clock 04 March 2025 • 4 min read
Post-Budget IHT planning: Gifting options in light of pension changes

Pensions

Post-Budget IHT planning: Gifting options in light of pension changes

Withdrawals need to be spent, sheltered or gifted

clock 03 March 2025 • 4 min read
Pension transfers: Transparency vital in push to raise standards

Pensions

Pension transfers: Transparency vital in push to raise standards

A glass half full for pension transfers?

clock 28 February 2025 • 3 min read
'Urgent action' needed on Gen Z pension saving barriers: PPI report

Retirement

'Urgent action' needed on Gen Z pension saving barriers: PPI report

Generation faces retirement challenges

clock 26 February 2025 • 3 min read
Annuity revival continues as adviser quotes up 64% in past decade

Income

Annuity revival continues as adviser quotes up 64% in past decade

But interest rate cuts coincide with quote volume dip in Q3 and Q4

clock 25 February 2025 • 3 min read
Average pension transfer times dipped during 2024 while values grew

Pensions

Average pension transfer times dipped during 2024 while values grew

Origo data suggests overall pension transfer times took 12.3 days to complete last year

clock 25 February 2025 • 2 min read
IHT shake-up: What will come of SSAS discretionary death benefits?

Pensions

IHT shake-up: What will come of SSAS discretionary death benefits?

'Essential that issues are addressed and rectified in the draft rules'

clock 17 February 2025 • 4 min read
Nucleus updates platform to support advisers with pension calculations

Platforms

Nucleus updates platform to support advisers with pension calculations

Aims to help advisers keep up to date with complex changes

clock 14 February 2025 • 2 min read
FCA's targeted support risks infringing on advice - PIMFA

Regulation

FCA's targeted support risks infringing on advice - PIMFA

Targeted support must not step on financial advice’s toes, trade body warns

clock 13 February 2025 • 5 min read
WBR Group acquires £403m SSAS book from Standard Life

Pensions

WBR Group acquires £403m SSAS book from Standard Life

Administered SL's SSAS book for more than 20 years

clock 13 February 2025 • 1 min read
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