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21 Jun 2017 Executors need longer period to pay inheritance tax bills, says Royal London

Royal London is calling for changes to inheritance tax rules so that people who act as executors to the estates of family and friends have more time to settle inheritance tax bills. The mutual life insurance and pensions company warned that executors currently face paying IHT bills out ...

14 Jun 2017 One in four plan to downsize or relocate in retirement

One in four over-50s in the UK plan to move house when they retire, according to new research. In a survey for retirement specialist Retirement Advantage, Censuswide questioned 1,013 UK adults over the age of 50 who are yet to retire. Of those who plan to move, almost two thirds (62%) i...

07 Jun 2017 Three pension associations join transfers group

A cross-industry group on improving transfers and re-registrations of pensions and investments has expanded to include workplace schemes. The group was formed in early 2016, when eight of the leading investment and pension trade associations, alongside nominees from member firms, joined...

01 Jun 2017 Delaying retirement until 70 can add £300 a month to your income, study claims

New research suggests that delaying retirement for a few years past state pension age could boost your pension pot by thousands of pounds. Life insurer Aegon said that a 65-year-old could gain an additional £314 per month in retirement income (£771 per month instead of £457) by conti...

24 May 2017 Business owners more prepared for generational wealth transfer

Business owners are better prepared to pass on their wealth, according to a global study by RBC Wealth Management. The research showed that almost two-fifths (39%) of high net worth business owners in the United States, Canada and the UK have a full wealth transfer plan in place compare...

17 May 2017 Retirement incomes hit highest level since 2014

Retirement incomes have reached a 33-month high, according to a report from personal finance website Moneyfacts. The latest Moneyfacts Personal Pension and Annuity Trends Treasury Report reveals a second consecutive quarter of growth, with the average retirement income (based on someone...

10 May 2017 Majority of the UK´s self-employed don´t have a retirement plan

The UK lags behind most of the world when it comes to retirement planning among the self-employed. New research carried out by insurer Aegon in 15 countries reveals that only 44% of self-employed people in the UK have a retirement plan, compared to 60% globally. And only one in ten have...

04 May 2017 Investors should avoid ´dash for cash´, says Royal London

New figures from HM Revenue and Customs show that investors continue to favour cash ISAs, despite the relatively low rate of return offered by these savings accounts over the long term. Aggregate figures for 2014/15 and 2015/16 reveal that around £120bn was deposited into cash ISAs ove...

26 Apr 2017 Record growth for equity release in first quarter

Growing numbers of people are taking advantage of equity release to boost their retirement finances, a new report reveals. Equity release allows older homeowners to unlock the wealth tied up in their property without having to sell it and move to another home. Depending on the plan chos...

20 Apr 2017 New dashboard will help savers track their pension pots

A new ‘pensions dashboard´ due to launch in 2019 will enable people to see all their pension savings in one place. It will bring together data from companies that run pension schemes, such as employers and insurance providers, as well as the Department for Work and Pensions. The...

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