The Budget surprise: changes to the pension tax rules
New measures affecting pension allowances announced in the March Budget could mean your retirement planning strategy needs to be reviewed.
Retirement Planning
The rising cost of retirement
Research published by the PLSA reveals an increase to the cost of retirement, with figures that might surprise you. Is your future retirement income on track to deliver your desired standard of living?
Value for money: State pension vs. NICs
Recent research has compared the value of personal national insurance contributions (NICs) with the value of state pension received. The results may surprise you.
Pensions, death and taxes: The retirement anomaly
There is an interesting lesson to be learned from a think tank’s pension criticism.
Into the ice age: the diminishing personal allowance
The frozen personal allowance may be overtaken by the new state pension in only a few years, proving the income tax screw is well and truly tightening.
Over-65s set new employment record
Latest data from the Office for National Statistics reveals that more people than ever are working beyond the age of 65. Will your retirement income be enough, or will you be working after age 65?
The impact of raising the State pension age
The raised State pension age may affect your retirement planning. Is it time to review your pension plans?
Retirement spending surprises
Recent research casts a new light on the spending habits of retirees, with expenditure increasing year-on-year between the ages of 62 and 80, contrary to popular opinion. Do you need to review your retirement plans for this new reality?
Auto-enrolment: an unusual success story
The success of automatic pension enrolment was recently underlined by new data from the ONS, but if you’re self-employed or only making minimum contributions, you may need to review your retirement planning.
The state of retirement in 2022
An annual survey has provided an interesting snapshot of people who have or plan to retire in 2022. Are your #retirement plans on track? Wherever you are in your planning, the research offers some important insights.