retirement

Whenever I start writing about what the industry calls ‘the advice/guidance boundary’, I remind myself of when I was editor of Moneywise magazine back in 2015. A reader, Mark, took us up...

One of the most urgent challenges facing the industry is helping savers navigate retirement income decisions according to the Pensions Policy Institute (PPI). At the Corporate Adviser Summit the PPI head of...

Leading industry players are launching the first ‘national annuity day’ to raise awareness about these retirement products.  The campaign has been launched by Pension Potential, part of the Punter Southall Group and...

LifeSight’s drawdown facility has hit over £1bn in assets, with 7,500 members choosing to access this option since retirement.  In total the LifeSight master trust has over £24bn in assets under management...

HMRC repaid £48.7m in tax wrongly taken on pension withdrawals in the second quarter of 2025 — despite introducing new systems to address this problem. These overpayments related to more than 12,000...

Aviva has launched a new ‘flex first, fix later’ guided retirement solution for its workplace customers.  This is initially available to those saving through Aviva’s master trust, with a view to rolling...

The PLSA has rebranded itself as Pensions UK. But despite the name change its retirement living standards invoke extreme reactions amongst the public, which is a fantastic achievement. At least it gets...

TO DOWNLOAD A COPY OF THE CORPORATE ADVISER MASTER TRUST AND GPP DEFAULTS REPORT CLICK HERE  What challenges do today’s retirement savers face? The pension landscape is shifting towards ‘Generation DC’, where...

The idea that a scheme member comes to the end of his or her working life, leaves their workplace scheme and is then left to determine and devise their own retirement plan...

The way savers access their DC pensions in retirement is typically not aligned to longer-term financial needs, and many will continue to “fall through the cracks” without more co-ordinated action from the...