Latest News

Pension freedoms gather momentum – but are too many pensioners making a mistake?

New HMRC figures show record numbers of people taking out small sums under pension freedoms.

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Neptune bought out by Liontrust – good news?

The acquisition is being pitched as offering Geffen the opportunity to return to the day-to-day job of running money.

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Thousands of retirees overtaxed at record levels on pension withdrawals

British retirees are being overtaxed as HMRC applies emergency tax codes to pension withdrawals.

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State pension uplift for widows and widowers – are you missing out?

Over a quarter of a million pensioners are getting extra state pension because of the NI contributions made by a husband or wife who never reached pension age.

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Defined benefit pensions: FCA seeks ban on advisers’ contingent fees

Those who are thinking about moving their pension pots will benefit from greater protection from unsuitable advice, the financial watchdog has announced.

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Woodford fund suspended until December

The latest news provides some clarity for investors stuck in the fund. 

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HMRC self-assessment glitches mean taxpayers could face cash flow problems

Incorrect or missing self-assessment statements could mean self-employed taxpayers pay the wrong amount on 31 July.

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Woodford sells stake in trust as board considers dropping him

Neil Woodford has sold over half of his stake in Woodford Patient Capital Trust, as speculation grows that he may be dropped as manager.

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Annuity income set for biggest fall in over five years

Annuity rates looks set to plummet to record lows following significant falls in quarter two of this year, according to Moneyfacts.

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The high street banks with the worst savings rates

Britain’s biggest high street banks offering pitiful rates to their customers, with Barclays the worst offender

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How our £10,000 income investment trust portfolio is faring

The 2019 portfolio includes three trusts that use capital reserves to support their dividends.

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What’s in Boris Johnson’s in-tray for pensions and personal finance?

We run through some of the changes the new Johnson government might, or should, pursue.

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