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From time to time, we produce information for clients on a number of topical and important issues, some of which can be found below:

Are you aware of this little-known pension freedoms rule? - July 24, 2018
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While most people are aware of pension freedoms, and the ability they give to drawdown on your pension pot early, very few are aware of the benefit they give to your family when a pension is inherited. And neither do some pension providers, apparently. Under pension freedoms rules, most people pay no tax for inheriting … Continue reading Are you aware of this little-known pension freedoms rule?


New study suggests UK workers have concerns about their retirement savings - July 24, 2018
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A new study into the attitudes of workers has found that around 40 per cent of people across Britain are worried about their ability to retire comfortably. The fear is not surprising as 13 per cent of the 950 people surveyed said that they had no pension savings at all, while a quarter admitted to … Continue reading New study suggests UK workers have concerns about their retirement savings


Half of millennials call on the Bank of Mum and Dad for money to fund home purchases – as well as grocery shops - July 24, 2018
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With young people in the UK struggling to get on to the property market and often saddled with debt, it is not surprising that new research has revealed that more than half of all adults aged between 21 and 35 have asked their parents for financial support in the past two years. While the more … Continue reading Half of millennials call on the Bank of Mum and Dad for money to fund home purchases – as well as grocery shops


Is the Bank of England moving closer to August interest rate rise? - July 24, 2018
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The most recent meeting of the Bank of England’s monetary policy committee (MPC) saw a margin of six to three against a rate rise, leading to predictions that the next committee meeting in August could see the base rate increase. In a break from tradition Andy Haldane – the Bank’s chief economist – broke ranks … Continue reading Is the Bank of England moving closer to August interest rate rise?


Are you aware of this little-known pension freedoms rule? - June 22, 2018
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While most people are aware of pension freedoms, and the ability they give to drawdown on your pension pot early, very few are aware of the benefit they give to your family when a pension is inherited. And neither do some pension providers, apparently. Under pension freedoms rules, most people pay no tax for inheriting … Continue reading Are you aware of this little-known pension freedoms rule?


100,000 defined benefit pension holders transfer out in 2017/18 - June 22, 2018
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A Freedom of Information (FOI) request made to The Pensions Regulator (TPR) has revealed that an estimated 100,000 members transferred out of their defined benefit (DB) pension schemes between 1 April 2017 and 31 March 2018. In its response to the FOI, the Regulator said that DB schemes reported 72,000 transfers out, with an approximate … Continue reading 100,000 defined benefit pension holders transfer out in 2017/18


Base rate yet to have a significant effect on savers’ rates - June 22, 2018
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The number of accounts paying returns over the base rate has dropped by 77 since the rate rose to 0.5 per cent in November 2017, according to the Moneyfacts UK Savings Trends Treasury Report. In its release the online publication revealed that 1,297 accounts now pay above the base rate, however, this is five per … Continue reading Base rate yet to have a significant effect on savers’ rates


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