HMRC is to reform the system by which it currently applies emergency tax codes to pension lump sum withdrawals.

Behavioural finance firm Oxford Risk has launched new retirement income suitability software to help Financial Planners and advisers meet the FCA's stricter requirements in the wake of last year’s thematic review.

Cheshire-based adviser firm Holborn Assets Ltd (FRN 648817) has been declared in default by the FSCS, opening the door to ex-clients to make claims for compensation.

The average household is £31,546 short in their savings of the amount needed to give them a moderate standard of living in retirement, four times higher than five years ago.

As you will be well aware, from 6 April 2027 HMRC plan to include pensions in the deceased’s estate when it comes to assessing the value for inheritance tax.