Retirement
Financial planning | 25 Jul 24
UK government warns of ‘worse state’ finances amid talk of CGT, pension relief hikes
CGT hikes in prospect and new pension tax relief will be ‘horrendously complicated’ to implement
Financial planning | 23 Jul 24
Retirement of financial advisers is source of real concern for clients, reveals new research
21% of people believe their financial planner will retire within the next two years
DeVere New Zealand ‘censured over conduct’ while advising clients on UK pension transfers
The FMA acknowledged deVere’s cooperation to date, its desire to meet in full all its obligations, and its efforts to remedy the breaches
Regulation | 17 Jul 24
Experts react to surprise UK pensions bill in today’s King’s speech
A wide-ranging Pensions Review to tax reliefs, the state pension and advice/guidance is in prospect
Retirement | 9 Jul 24
Two thirds of working retirees at risk of falling into tax trap
Three fifths of over 55s who are or plan to work in retirement say they have no plans to seek retirement advice