The UK’s Financial Ombudsman Service predicts it will receive over 37,000 fraud and scams complaints in the coming year – so just how are the crooks targeting today’s savers… and how can we make sure we aren’t scammed? A new report from the Financial Ombudsman says that they are expecting to receive more than 37,000 […]

Just how ethical are tomorrow’s retirees when it comes to where their savings are invested? New research shows that age is a big factor… The decision that savers were traditionally asked to make by advisers was their preferred balance between risk and return.  But here’s a different spin with an old coin: how much longer […]

If, like many of us, you’ve left filing your Self-Assessment to HMRC to the last minute, then it might not be too late to take advantage of these suggestions to boost your pension savings from online pension provider PensionBee. Lisa Picardo, Chief Business Officer UK at PensionBee says: “For many, completing a tax return could unlock unexpected pension benefits. If you’ve […]

Here are the expert tips you need to ensure you enjoy a comfortable retirement New research from Standard Life reveals that one in four (24%) people aged 55 and over have never checked their pension, highlighting how a worrying number of people fast approaching retirement age have not engaged with their finances. Standard’s Life research […]

New research has shown that a huge swathe of older people in the UK are unaware of how the new inheritance tax (IHT) rules that will bring pensions into the scope of inheritance tax (IHT) from April 2027. Two fifths (40%) of UK adults aged 55 or over – the equivalent of 8.5 million people […]

While private health insurance can offer many benefits, there are also some common challenges that policyholders might face. Here, our partners  Usay Compare, the UK’s largest individual health insurance brokers, set out the facts you need to know – and there’s a great discount offer for all of our subscribers. When it comes to health insurance in the UK, […]

A comprehensive new report looks back at how pensions have evolved over the past 50 years… and looks ahead to what savers and investors should expect in the next decade. The Pensions Policy Institute (PPI) has released “A 50-Year Retrospective”, sponsored by Capita Pension Solutions, to mark its 50th anniversary. As well as analysing how […]

A survey by challenger bank Monument, which targets people with more than £100,000 in financial assets excluding their main residence and pension, has researched prevailing levels of confidence across retirement provisions and investments. The research shows that those aged 34 to 54 are the least confident about their finances: among this age group, 27% expressed uncertainty […]

Do you know precisely how much is going into your pension each year, including contributions from your employer and the government? A­ worrying number of people don’t – especially those aged over 55. A new survey carried out by Opinium on behalf of HL has revealed that a large number of people have no idea […]

No one was expecting what used to be fondly referred to as a “Giveaway Budget”, but neither did some of the doom-laden prognostications being made ahead of the day come to pass. Here is a round of the biggest changes (and non-changes) to pensions and investments, together with commentary from three experts. First the big […]