Monthly Archives: March 2015
Shopping around could mean you receive a higher income
Spotlight firmly on people rolling over into the holding provider’s own annuity The Financial Conduct Authority’s (FCA) thematic review into annuity purchases has shone the spotlight firmly on people rolling over into the holding provider’s own annuity.
Are you considering working after retirement?
Two thirds of over-50s plan to lengthen their working lives Nearly two thirds of over-50s workers would consider retraining so they could work longer in retirement, according to new research from MetLife.
Wealth attraction
Legally minimising or mitigating taxation on current and future tax liabilities before 6 April 2015 Tax planning is a very complex area covering many forms of tax. No one likes paying more tax than they legally have to, but one … Continue reading
NISA countdown
Time is running out if you want to make the most of your tax-efficient savings allowance If you are keen to take advantage of the New Individual Savings Account (NISA) allowance, now increased to £15,000, and make the most of … Continue reading
Pension wise
Discussing life expectancy as part of your retirement planning is key Pension Wise, the government’s guidance guarantee service, must discuss life expectancy as part of people’s retirement planning, according to a recent Aviva report.
New landscape for later-life planning
Making informed decisions about how to best use your savings and manage your income in retirement More than one in four Britons (27%) expect to come under pressure to lend their family money from unlocked retirement pots when the new … Continue reading
Maximising your income levels in retirement
Why having a target in mind clearly makes a difference to fund this stage of your life A recently published report has highlighted the positive impact planning and professional financial advice can have on income levels in our retirement. The … Continue reading
Pension freedoms – what could they mean to you?
Accessing your pension safely, without unnecessary costs and a potential tax bill With the biggest pension reforms in a lifetime rapidly approaching on 6 April, are you ready for how these reforms could potentially affect you, whether now or in … Continue reading