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1 in 3 over-60s have 'no plans' for tax-free cash
More than a third of people aged 60 to 78 have no plans for their tax-free cash, meaning they are risking a knee-jerk reaction to Budget rumours they could regret.
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19% of over-55s unaware of pensions’ IHT liability
A fifth of HNWs aged 55 and over, 19%, are unaware that unused private pensions will be liable for inheritance tax from April 2027.
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AJ Bell reports advised client growth of 6%
Investment platform and SIPP provider AJ Bell has reported 6% growth in advised customer numbers (year on year) to 182,000 for the three months ended 30 September.
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Pension age should match life expectancy: Pensions UK
The State Pension age (SPA) should only be increased if there is a corresponding rise in healthy life expectancy, according to trade body Pensions UK.
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Pension transfer values fall 6% in 2025
Pension transfer values have fallen 6% since the start of 2025, despite a modest increase in September.
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