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One million people in line for a tax top-up from HMRC - are you one of them?Around one million people who missed out on pension tax relief are in line for a top-up – but a former pensions minister is warning people could miss out on the payments.
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Avoid the pensioner tax trap – six ways to reduce your tax bill in retirementHigher state pension payments and frozen tax thresholds mean more older people are getting dragged into paying tax on their retirement income. We look at ways to cut your bill.
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PensionBee looks profitable – should you buy in?PensionBee has carved out a profitable niche for itself by consolidating retirement pots. Its growth trajectory will reach an inflexion point next year
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How to plan for retirement without relying on the state pensionThe cost of the state pension continues to grow and there’s fears it may not be as generous in the future. What can you do now to ensure you have enough to live on in retirement?
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Who misses out on the state pension triple lock?Not all pensioners have their state pensions, or aspects of it, increased each year in line with the triple lock. We explain who misses out.
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Should you withdraw pension to beat inheritance tax changes?Over-55s are taking their pensions at record rates to avoid loved ones potentially inheriting a 40% tax bill. Here are a few things to consider before you do.
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Pension tax refunds: how to get your money back if you have been overchargedThousands of retirees recovered more than £50 million in overpaid tax from flexible pension withdrawals in the second quarter of 2026. Are you due a pension tax refund?
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Annuity rates rise – is now a good time to buy one?Annuities can offer peace of mind in retirement. Higher rates are making them even more attractive.
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You're ten years from retirement: how to retire comfortablyRetirement costs are rising and it is important to plan ahead for your golden years. We look at what steps to take if you are 10 years away from retirement.
