Tax & Regulation

Tax & Regulation | 16 Dec 24

Two out of five over 55s ‘rarely, if ever’ review retirement financial plans

But 14% review their financial plans more than once every six months

Retirement | 16 Dec 24

The ‘end is not nigh’ for the SIPP

The product is still very tax efficient

Tax & Regulation | 13 Dec 24

HMRC issues Christmas tax warning urging action 

Christmas is a time for joy, not stress

Retirement | 12 Dec 24

FCA ‘revolutionary’ support plan for pension decisions is ‘step in right direction’

75% of consumers, aged over 45, do not have a clear plan for how to take money from their pension

Financial planning | 29 Nov 24

One LPA application took over 10 years to process says FOI data

Applications may take longer to be registered if they contain errors that need to be rectified by the customer