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Pension tax refunds: how to get your money back if you have been overcharged
Thousands of retirees recovered more than £48.5 million in overpaid tax from flexible pension withdrawals in the third quarter of 2025. Are you due a pension tax refund?
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How to find lost pensions, savings or investments
Losing track of money is easy to do when moving house or changing jobs so if you’ve lost touch with your cash. If this is you, then follow these simple steps to track down your lost pension, investments, savings or Premium Bonds
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How to boost your pension pot as 35% of UK over 50s face huge retirement savings gap
Over 50s are facing a later life with little to no funds - but there are steps you can take now to boost your pot.
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Number of high-earning women jumps 12% – how to convert income into pensions
More women than ever are paying the highest rate of tax as record numbers succeed in high paying professional roles. But their pension saving still needs to catch up
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‘My estate faces a £214,000 tax bill unless I get married’ - the perils of the inheritance tax pension reforms
The chancellor's plans to charge inheritance tax on unused pension wealth could be bad news for cohabiting couples
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State pension to rise 4.8% in April under triple lock
The full new state pension is set to reach £12,548 a year, reflecting the 4.8% wage growth measured under the triple lock. The bumper boost will raise questions about fairness and sustainability, while more pensioners could be hit with a tax bill
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Are venture-capital trusts worth investing in?
Venture-capital trusts are a tax-efficient way to invest in early-stage companies. But are they worth the risk?
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Should state pension age rise to 70? Have your say in government review
The state pension age review will consider the “merits” of automatic increases tied to life expectancy. If you want to give your view, you’ll need to be quick, as the deadline is looming
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4 ways HENRYs can use their pension to keep more of their six-figure incomes
A £100,000 salary isn’t what it used to be, after tax and other penalties. But by putting some of your current earnings into a pension you can end up holding onto more of your income in future. Here’s what you need to know if you’re a ‘HENRY’ – High Earners but Not Rich Yet.
