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Blog
Cancellation rights don’t apply to tax-free cash withdrawals
HMRC and FCA confirm: cancellation rights don’t apply to PCLS/UFPLS. Once withdrawn, tax effects and allowances used are irreversible.
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Blog
State Pension Age review: what advisers need to know
The Government has launched its third review of the State Pension age. Discover the implications for advisers and paraplanners, and client planning.
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Blog
Will the Pensions Commission fix pension under-saving?
The government has revived the Pensions Commission – but will it deliver the bold reforms needed to tackle under-saving and secure retirement incomes?
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Blog
Government to reassess the State Pension age
The UK Government has launched its third review of the State Pension age, assessing fairness, life expectancy, and financial sustainability.
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Video
Inheritance tax and pensions: what advisers need to know
A clear summary of the Government’s proposed changes to inheritance tax and pension death benefits.
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Blog
Will the UK State Pension ever be means-tested?
Will the UK State Pension be means-tested? Explore IFS proposals, rising costs, and what future retirees need to know amid calls for reform.
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Blog
Guided Retirement Duty: promise or pipe dream for UK savers?
As UK savers approach retirement, a key question looms: are they equipped to make the right choices about their retirement income?
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Blog
Is retirement confidence among SIPP savers misplaced?
Many SIPP savers feel confident about retirement, but research from BW reveals a worrying lack of planning and preparation behind that optimism.
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Blog
Targeted pensions support takes shape in FCA’s plans
The FCA has unveiled plans to fund targeted pensions support as part of its 2025/26 strategy. Learn what this means for financial advisers and their clients.
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Blog
HMRC takes steps to fix pension tax overpayments
HMRC will now update tax codes more quickly to reduce overpaid tax on DC pension withdrawals – but key issues remain unresolved.