Pensions Savings Investments

Estate planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

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Tax refund campaign for pensioners

HM Revenue and Customs (HMRC) has launched a campaign aimed at pensioners who may have paid too much tax on the interest earned from savings accounts.

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Savings accounts squeezed on interest rates

One in ten of variable rate savings accounts have seen their interest rates cut over the past six months.

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Workplace pension schemes not always keeping savers informed

A number of workplace pension schemes are failing to provide their members with clear enough information about the choices open to them on retirement.

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Tax-efficient investments

Including ISAs, pension contributions, enterprise investment scheme (EIS), seed enterprise investment scheme (SEIS) and venture capital trusts (VCTs).

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Fixed-term savings rates show a fall

Interest rates on fixed savings accounts declined over the past month, new figures have revealed.

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Older taxpayers often paying the wrong amounts

Well over one million pensioners have overpaid their tax, official figures have revealed.

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Put retirement age up to 70, argue employers

A leading employers’ group, the Institute of Directors (IoD), has called for a radical overhaul and simplification of the pensions system.

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Proposed EU rules could hit pension funds

A draft directive drawn up by the EU could curtail the range of investments available to pension fund managers, it has been claimed.

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