Are you a pension lifestyler? 13th November 2023 When we ask “are you a pension lifestyler”, we’re not meaning do you eat croissants in delightful Paris breakfast... Read more
Gasping at the car crash that was GARS 30th August 2023 Back in 2008, Standard Life launched their GARS (Global Absolute Return Strategies) fund with a great deal of hype... Read more
New pension planning opportunities 20th March 2023 Pension planning opportunities post Budget The Budget delivered by Jeremy Hunt on 15th March 2023 had a strong focus... Read more
Consolidating pensions. Is it the right thing to do? 5th December 2022 If you have multiple pension pots, it’s difficult to have a good sense of what you have. You may... Read more
Why 75 is a pivotal age for your pension 12th October 2021 We’re often asked why age 75 is such a pivotal age for pension holders (mostly personal pension/defined contribution) in... Read more
Pension Lifetime Allowance 10th March 2021 Last week’s Budget was noticeable for the planned significant increase to Corporation Tax and the freezing of various personal... Read more
Are your retirement plans off course? 27th October 2020 We’re reading and hearing a whole host of views and studies pointing to individuals now having to delay their... Read more
Could the tax free cash in your personal pension be reduced? 7th September 2020 We’ve had a lot of questions recently about the tax free element of a personal pension, so thought it... Read more
Pension lifetime allowances 26th November 2019 It’s difficult to avoid reading or hearing about the ongoing NHS staffing crisis, which, allegedly, is connected to the... Read more
The mind boggling complexity of Pension Allowances 7th May 2019 “The mind boggling complexity of Pension Annual Allowance contribution rules and Pension Lifetime Allowance tax charges has again been... Read more