The UK’s Financial Ombudsman Service predicts it will receive over 37,000 fraud and scams complaints in the coming year – so just how are the crooks targeting today’s savers… and how can we make sure we aren’t scammed? A new report from the Financial Ombudsman says that they are expecting to receive more than 37,000 […]

If, like many of us, you’ve left filing your Self-Assessment to HMRC to the last minute, then it might not be too late to take advantage of these suggestions to boost your pension savings from online pension provider PensionBee. Lisa Picardo, Chief Business Officer UK at PensionBee says: “For many, completing a tax return could unlock unexpected pension benefits. If you’ve […]

Here are the expert tips you need to ensure you enjoy a comfortable retirement New research from Standard Life reveals that one in four (24%) people aged 55 and over have never checked their pension, highlighting how a worrying number of people fast approaching retirement age have not engaged with their finances. Standard’s Life research […]

New research has shown that a huge swathe of older people in the UK are unaware of how the new inheritance tax (IHT) rules that will bring pensions into the scope of inheritance tax (IHT) from April 2027. Two fifths (40%) of UK adults aged 55 or over – the equivalent of 8.5 million people […]

A comprehensive new report looks back at how pensions have evolved over the past 50 years… and looks ahead to what savers and investors should expect in the next decade. The Pensions Policy Institute (PPI) has released “A 50-Year Retrospective”, sponsored by Capita Pension Solutions, to mark its 50th anniversary. As well as analysing how […]

A survey by challenger bank Monument, which targets people with more than £100,000 in financial assets excluding their main residence and pension, has researched prevailing levels of confidence across retirement provisions and investments. The research shows that those aged 34 to 54 are the least confident about their finances: among this age group, 27% expressed uncertainty […]

No one was expecting what used to be fondly referred to as a “Giveaway Budget”, but neither did some of the doom-laden prognostications being made ahead of the day come to pass. Here is a round of the biggest changes (and non-changes) to pensions and investments, together with commentary from three experts. First the big […]

Almost three-quarters (74%) of Brits, both in the UK and abroad, are not on track to retire with sufficient funds to maintain their current lifestyle, reveals a new survey by independent financial advisors deVere Group. The survey results suggest that many people are underestimating how much they need to save for retirement, which could have […]

New figures show that many people have miscalculated how much they would be spending in retirement, with almost a third overspending what they had allowed themselves. The new research from Pension Bee also lifts the lid on what the public think they will need in retirement, depending upon their age now… and the stats show […]

The majority of higher earners expecting to maintain their current lifestyle in retirement are set for a disappointment according to the latest figures on savings. How much are you hoping to be spending each year in retirement? According to savings and pensions experts HL, if you have your sights set on an income of around […]