Upon reaching the age of 66, individuals are entitled to their State Pension, which currently peaks at £11,502.40 annually
A significant majority, 69%, doubt or accept they do not have the necessary skills to decide on the allocation of their pension scheme’s investments
Shifting dynamics of retirement income, indicating a gradual decline in the accessibility of DB pensions across successive age groups.
In 2023, was surmised that upwards of 4.8 million pension pots had vanished from the radar of UK citizens, with approximately one in ten workers expressing concerns over a potentially misplaced pension pot valued at over £10,000.
Nearly one in five (19%) women having a precise understanding of the value of their investments at any given time
The core principles of investing, the bedrock upon which the edifice of enduring wealth is built, and discover how these timeless truths can empower your financial journey
The introduction of the Lump Sum Allowance (LSA) aims to cap the tax-free sums that can be withdrawn from pension schemes
Research conducted over the past two years has identified that a staggering 68%, equating to 21.7 million individuals within the UK workforce, have chosen to persevere through illness and continue working[1].
Research underscores that 31% of Generation X individuals (ages 42-57) are in two minds about their retirement timing
A cornerstone of estate management and IHT management involves maximising the use of gift allowances.
Leveraging the power of compound growth can significantly bolster your pension pot and, by extension, your retirement prospects
A judicious choice to remain invested frequently emerges as the more astute strategy.
Alarmingly, a significant portion of the older demographic, with 30% of those aged 55 and above, also finds themselves without a Will
Even modest lump sum investments can significantly increase the overall size of one’s pension pot due to the power of compound growth over time.
