Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Retirees are being told to rethink one of the most popular rules in personal finance: the idea that you can safely pull 4% of your portfolio each year and be fine. Market valuations, inflation swings, ...

A guide to pension drawdown in the UK. Explore pensions, SIPPs, smart investment strategies and find out how to manage your ...

For generations, pensions have been regarded as the gold standard of retirement security, offering guaranteed income you can count on for life. However, funding gaps, longer life expectancies and ...

The Pearson Pension Plan is introducing two new lifestyle options for its defined contribution members as they approach retirement, responding to a perceived demand for greater flexibility. Staff and ...

Pension schemes which allow members to designate defined contribution (DC) funds for drawdown may need to amend their scheme rules, following an update to HMRC’s Pensions Tax Manual. On 26 March 2025, ...

As someone is planning for retirement or starting to think of doing so, you have a number of different financial strategies, and a good financial planner will walk you through them all. However, many ...

How to make sure assets last throughout retirement is a key question for advisers, and often very difficult to answer. Big, future dollar amounts are hard to visualize realistically, says Troy Hirschi ...

We are living in a time of pension innovation, with Collective Defined Contribution (CDC) pension schemes breaking the mould.

7IM has announced that assets under administration in its self-invested personal pension (SIPP) have surpassed £7bn, as ...

The Pensions Regulator and the Financial Conduct Authority are currently consulting on their joint strategy for regulating the pensions and retirement income sector. The FCA and the Pensions Regulator ...