Seven in 10 (70%) of the 3.42m people who have taken taxable payments from their pension pots since the inception of ‘Pension Freedoms’ in 2015 were under 65.
One in five UK adults (20%) say they have no financial safety net in place to absorb an unexpected financial shock.
Inheritance Tax (IHT) receipts in July totalled £868m, up £26m compared to the £844m recorded in July 2025, according to figures released by HMRC today.
Standard Life has partnered with CVC, Prudential Financial, Goldman Sachs and MS&AD to expand its pension risk transfer business.
The FCA has warned consumers about the risks of investing in loan notes and mini-bonds issued by unregulated companies.
FCA proposals to simplify investment disclosure could see consumers overwhelmed with too much information and complex explanations, according to wealth management trade association PIMFA.
Wealth manager and SIPP provider Mattioli Woods has renewed its partnership with nationally-known rugby union team Leicester Tigers for the 2026/27 season.
UK businesses will pay 78% (£2.9bn) of the £3.7bn extra tax the Government expects to raise yearly with its salary sacrifice pension changes from April 2029, according to analysis from Chartered Financial Planning firm Bowmore Wealth.
Prudential has retained its place at the top of the most recommended onshore bonds and the top recommended international bonds in the first half of 2026, according to the latest data from Defaqto.
The FCA has confirmed its indefinite ban on Demetrios Hadjigeorgiou, CEO of SIPP and pension-linked discretionary fund manager SVS Securities.