Pension applications rise, making delays more likely
The number of applications for a pension was 123,000 during the first months of the year, leaving officials…
Empower survey reveals growing adviser support for private market investments in retirement plans | News
A new survey from Empower uncovers significant adviser interest in bringing private market investments into defined contribution portfolios.…
More fundamental changes to the means test are needed than those intimated by DSS
Based on the redacted version released recently under Freedom of Information( FOI), DSS’s incoming government brief seems overall…
The problem with taking advice from ‘finfluencers’
For better or worse, now when people go looking for life advice or want to find answers to…
Edward Jones layoffs about to hit employees, home office staff.Â
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial…
It’s Official: Donald Trump’s “Big, Beautiful Bill” Will Deplete Social Security Funds Faster
President Donald Trump signed his “One, Big, Beautiful Bill” into law on July 4, 2025. But as 19th…
A fair solution to inheritance tax on farms and small businesses
There has been a huge amount of controversy over the inheritance tax changes in last year’s Budget. They…
‘He failed us’ – how a financial adviser moved into pension fund property, racked up rent arrears and now won’t leave
Martin Kelly advised clients to invest in a Co Wexford property, but according to investors he did not…
A Surprise Inheritance of $20,000 Allowed Me to Travel
My father’s sister Helen died unexpectedly in the fall of 2021. I’d known my aunt was ill and…
Man decides to live separately from wife after getting ₹3 crore as pension; retirement plan backfires
In Japan, a man named Tetsu Yamada chose to stay separately from his wife. But, the plan backfired.…
How ‘living inheritances’ are changing the lives of adult ‘kids’; wills; mortgages; superannuation
Cars and vehicles (60 per cent) then outrank investments (38 per cent) and collectibles (32 per cent). Pension…
No U-turn as thousands more to be hit with inheritance tax
There will be others who may be simply unaware of the government’s plans that could impact their private…