Pension planning

A concise overview of the Autumn Budget 2025, highlighting the main tax, savings and property measures that could influence financial planning decisions.

Discover how parents and grandparents can help children save for retirement, close the pension gap, reduce financial pressures, and plan effectively.

Turning 50 is the ideal time to review your pension and make any adjustments. Here are 6 reasons it’s a key milestone for retirement planning

SIPP vs SSAS: Discover key pension differences, from business lending to property investment - which option suits your business goals.

Pensions are a great tool for boosting tax efficiency, but the rules can be complex. Here are 5 pension considerations for high earners

Paid off your mortgage? Discover what comes next—how to use your financial freedom to plan, protect, and shape a more meaningful life.

Want greater control over your retirement savings? Discover what is a SIPP, how it works, and is it the right pension for you?

A SSAS pension offers business owners control, tax benefits, and investment flexibility - including property ownership and business loans.

Understand how the pensions and Inheritance Tax changes in 2025 could affect your retirement savings and estate planning.

Discover how holding property in a SIPP can cut business tax, boost pension savings, and support long-term financial goals.

Discover the benefits of SSAS pensions - from tax efficiency to flexible investment strategies and intergenerational planning.

Is your workplace pension right for you? Learn why default funds may not align with your retirement goals.

Discover how financial planning for women can be more accessible, with a focus on personal goals, family involvement, and long-term support.

You’re on track to save £500k for your retirement. It sounds like a lot, but is it truly enough to see you through your golden years?

We explore how much you should aim to have in your pension pot at 50, and the steps you need to take to secure the retirement you envisage.

Turning 40 can be a wake-up call for your retirement savings. Learn how to assess the health of your pension at 40 for a secure future.

Putting money aside for later life should be the cornerstone of your financial planning. Saving into a pension is an excellent place to start

One of the best ways to extract profits from your business is through pension contributions. We examine pensions for business owners.

A Small Self-Administered Scheme (SSAS) gives family-run businesses and company directors more control and flexibility over their pension

Whether you\'re a business owner or an employee, pension planning for high earners is one of the most tax-efficient ways to invest your money.

Crystallising your pension unlocks your investments and gives you access to your pension savings, including a 25% tax-free lump sum

If your pension pot is on track to reach £1 million, find out how you could benefit from the removal of the Lifetime Allowance

Pension consolidation simply means combining two or more pensions into a single pot. There are several reasons why this might be worthwhile

The Spring Budget 2023 included several changes that impact pension savings – and how you take your pension when you retire

When you retire, it’s essential that you understand all your options. This article explains the difference between UFPLS and pension drawdown

How much you need to retire will vary from person to person - it’s important to crunch the numbers early on to ensure you're on track

There are several different types of pension, each one with varying rules that apply depending on whether you die before or after your retire

If you decide to withdraw money from your pension early, you are likely to be heavily penalised unless you meet one of two criteria

Putting money aside for later life should be the cornerstone of your financial planning. Saving into a pension is an excellent place to start

Combining multiple pensions in one place (pension consolidation) makes them a lot easier to manage, but it might not always be the right thing to do.

If you\'re self-employed and want to give yourself the best chance of getting the best possible mortgage, it\'s worth following these four steps

Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.

Do you know how much to put aside for your retirement, so you have the freedom to follow your dreams and do everything you ever wanted to?

Retirement is a time to focus more on leisurely pursuits - so how can you make the most of your pension so you can make the most of your retirement?

Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.