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Pension transfers skyrocket

Pension transfers skyrocket

Story 20/06/18

2017 saw a dramatic increase in transfers out of defined pension schemes, stemming from a variety of factors. A transfer may not always be suitable but it's nearly always permanent; ensure you're making the right decision.

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Can a revised tax system re-balance intergenerational fairness?

Can a revised tax system re-balance intergenerational fairness?

Story 15/06/18

Baby boomers have the advantage in areas such as home ownership, personal debt and pension wealth, a new report has found, and it recommends a radical overhaul of the UK tax system to help resolve the issues.

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Tax return: acting early could save you time and money

Tax return: acting early could save you time and money

Story 04/06/18

In 2016/17, almost 750,000 people potentially faced penalty for missing the annual deadline for submitting their tax return. Thinking about it early could make things easier in the future.

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Protection planning guide

Guide 01/06/18

Ensuring that your family are financially protected involves preparing for the unexpected. From life protection, income protection and critical illness cover, find out more about why you should start planning for the future.

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Avoid fraudsters after your pension pot

Avoid fraudsters after your pension pot

Story 23/05/18

Pension freedoms – while offering retirees more flexibility and control over their pots – has also created an attractive opportunity for fraudsters. What should you look out for?

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Monthly economic commentary: May 2018

Monthly economic commentary: May 2018

Commentary 18/05/18

Our chief economist, Colin Warren, discusses the relationship between economic data and the stock market, and the recent performance of UK equities in his latest commentary.

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Financial planning guide

Guide 17/05/18

A solid financial plan will help you to understand your tax obligations, plan for retirement and allow you to explore investment solutions to future-proof your finances. Find out more about the importance of gaining expert, independent financial advice.

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Residence nil-rate band: will it benefit you?

Residence nil-rate band: will it benefit you?

Story 25/04/18

This additional threshold could relieve the burden of inheritance tax for many families, but it's subject to a number of rules. Do you know whether the residence nil-rate band applies to you?

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