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Browsing Tag

moneypensions

6 posts
PPersonal finance
Pending rules: People who die aged under 55 will have inheritance tax levied on pension savings they never accessed
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Families of people dying too young to access pensions not spared in inheritance tax raid

  • August 12, 2025
People who die young will have inheritance tax levied on pension savings they never had a chance to…
PPersonal finance
Close to the edge: Demands are mounting for a rise in the state retirement age, against the background of concern over spiralling costs
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Raise retirement age to match life expectancy, say managers

  • August 11, 2025
By ANNE ASHWORTH Updated: 16:50 EDT, 10 August 2025 Demands are mounting for a rise in the state…
PPersonal finance
A ¿fixed-term¿ annuity instead of the common ¿lifetime¿ option could boost your retirement income
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The little-known trick to lock in a guaranteed 9% return on your pension savings – here’s what you need to do

  • August 10, 2025
Many over-55s are missing out because they are unaware of a valuable trick that could guarantee income in…
PPersonal finance
While older generations do appear to be better at tracking their pensions, almost a third still can¿t say for certain that they know where all of their pots are
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One in five don’t know where all their pensions are: How to track them down

  • August 2, 2025
More than a fifth of people don’t know where their pension pots are held, data shows – meaning…
PPersonal finance
Headache: Pension savers have to fill in a form for HMRC if they think they are owed a refund
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HMRC hands back £48.7m in overpaid pension tax in just three months

  • July 30, 2025
HM Revenue & Customs is still refunding millions of pounds back to Britons in overpaid pension tax.  It…
PPersonal finance
Pensions: Unspent pots will be brought into inheritance tax net from April 2027
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New idea to tax inherited pensions worth £90k-plus floated – instead of imposing inheritance tax

  • July 18, 2025
The Government is being urged to slap income tax on inherited pensions worth £90,000-plus instead of making them…
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