By now, you’ve probably been saving for your retirement for several years, and you might have amassed a few different workplace pension pots. Your 40s are a great time to take stock and start to plan for life beyond the workforce.
The first of two Budgets in 2021 signals larger tax bills in future years.
Many people may need to reduce the income they are taking from their drawdown pension funds in light of recent falls in the value of their investments resulting from the economic impact of Covid-19.
A Relevant Life Policy is a tax-efficient alternative to a “death in service” benefit that allows a company to provide and pay for life insurance for key employees.
Women are saving more than ever into pensions, but they still lag behind men in retirement savings, resulting in a gender pensions gap.