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  • 36% of over-55s have no will

    Andrew Tully
  • Canada Life launches adviser portal

    Advisers can log in to the portal using existing account details
  • 72% of Britons risk pension beneficiary delays

    Among those aged 55 and over surveyed by Canada Life, 71% had not completed an expression of wish form.
  • Surge in trust registrations expected ahead of deadline

    Canada Life's offices
  • 4 in 5 have no LPA as registrations fall 26%

    Quilter and Canada Life submitted freedom of information requests to the Ministry of Justice
  • Pandemic spurs 43% of over-55s to retire early

    Many have retired early since the start of the pandemic
  • Third of over-60s do not expect to pay for care

    Over a quarter (27%) of those surveyed by Canada Life said they do not know how they will pay for care.
  • Recent surge in divorce fuels need for pensions advice

    Divorce is on the rise
  • 7 in 10 over 60s failing to plan for later life care

    A quarter (28%) of over 60s said they have put off thinking about care due to it being an emotionally overwhelming subject.
  • Capital Gains Tax payments leap 42% to £14.3bn

    HMRC released CGT data for 2020/21 this morning
  • 2 in 3 share retirement planning goals with family

    Family influence is important in retirement planning
  • Nearly 62,000 trusts registered in H1 2022

    Incoming rules from HMRC on trusts stipulate that any express trust must register details of the settlors, trustees, and beneficiaries by 1 September
  • 1 in 10 over 60s underestimating care costs

    Over 1.8m over 60s are currently caring for a family member, according to the research from Canada Life.
  • Canada Life ups annuity rates for 16th time this year

    Canada Life offices
  • Annuity rates hit highest level in a decade

    Annuity rates have risen 35% according to Hargreaves Lansdown
  • Hard-pressed pension savers withdraw 23% more cash in Q2

    Andrew Tully, technical director at Canada Life, said the latest figures from HMRC show that many pension savers are having to dip into their retirement funds in order to make ends meet during the cost-of-living crisis.
  • Annuity rates soar to 14 year high

    Annuity rates have risen sharply, boosting retirement income for some
  • IHT receipts leap £500m to £4.1bn

    HMRC released the IHT figures for October this morning
  • 2 in 3 clients worried about investment volatility

    Canada Life surveyed 159 financial advisers during roadshow evets in September and October.
  • Annuity rates soar 44% in 2022

     Average benchmark annuity rates have risen 44% since January, and reached a 14-year high in October, according to Canada Life.
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