Pensions
The latest news, updates and opinions on Pensions from the expert team here at MoneyWeek
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Autumn Budget 2024: Pensions and Aim shares to be taxed in IHT crackdown
The chancellor has announced that pension pots will be liable for inheritance tax from 2027, while Aim shares will be hit a year earlier. Critics call the measures a “blow for savers”
By Ruth Emery Published
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Autumn Budget 2024: State pension and Pension Credit to rise 4.1% in April
The chancellor has confirmed that the state pension will increase in line with the triple lock, meaning the full payout will jump by £470 a year. We have all the details of how much the payments will be worth
By Ruth Emery Published
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Pension moves you should make before Labour’s Budget raid
Savers are maxing out their pension contributions while retirees are grabbing their tax-free cash amid fears of a tax raid in the Autumn Budget. We look at what you can do to prepare
By Ruth Emery Last updated
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How to get an ISA and SIPP cashback bonus
Tips Here are the best bonus deals available, with some providers giving away as much as £3,000 in cashback for opening or transferring an account
By Ruth Emery Last updated
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Should you defer your pension and stay in work?
Deferring your state pension could make sense if you're still working and don't need the income immediately. We look at how it works, and the pros and cons.
By David Prosser Last updated
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Can I cash in my pension early?
High living costs could make you wonder whether it's worth cashing in your pension early, but it might not be a good idea.
By Katie Williams Last updated
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Lost pension pots reach £31 billion - how to find your old pensions
There are now an estimated 3.3 million lost pension pots, up from 2.8 million two years ago, according to the Pensions Policy Institute. We explain how to track down your old pensions
By Ruth Emery Last updated
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Pensioners reclaim £44 million from HMRC – are you owed money?
Thousands of pensioners claim money back from HMRC after being overtaxed on their withdrawals. We explain how to avoid a shock bill and get a refund.
By Ruth Emery Last updated
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What is the pensions dashboard?
Touted as a game-changer in how we manage our savings, the pensions dashboard initiative has been plagued by delays. Here’s what you need to know.
By Ruth Emery Last updated