Pensions

Pensions

Clients who took an uncrystallised funds pension lump sum payment could be owed thousands of pounds on overpaid tax, as Tom Selby explains. If your...

The FCA Business Plan for 2017/18 is due to review non-advised drawdown sales as part of the Retirement Outcome Review, writes Fiona Tait, raising...

The majority of advisers are concerned about the regulator implementing new defined benefit (DB) transfer legislation retrospectively and the impact this could have on...

The classic 'lifestyle' approach to investment risk, where bonds and equities are rebalanced in a fund as an investor gets older,...

Not only does the ‘gift and loan’ IHT strategy not use up any valuable allowances, explains Paul Wilcox, it is uncontroversial because it does...

In the first of a new series that looks to take some of the mystery out of the world of trusts , Helen O’Hagan considers the...

The surprising snap general election may open up a number of debates around care funding, inheritance tax and pension tax relief, says Bob Champion,...

Retirement Planner is proud to publish the shortlists for its 2017 Awards, the winners of which will be announced on Friday 16 June at...

The Conservative Party has unveiled its manifesto for the General Election 2017. Here are the pension pledges in full ...   

Prime Minister Theresa May has confirmed the Conservative party would introduce a means-tested care policy and replace the pensions 'triple lock'...

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The classic 'lifestyle' approach to investment risk, where bonds and equities are rebalanced in a fund as an investor gets older,...