How much do you really know about pensions? Take out quiz to test your knowledge
After working most of your life it can be difficult to imagine what you’ll fill your days with when you’re retired.
It’s the end of the financial year and with it comes your last chance to top up your pension contributions and get tax relief. So, if you haven’t contributed your full yearly allowance (up to a maximum of £40,000) maybe now’s the time to top up.
When you die, inheritance tax is paid at 40% on the amount of your estate over the Nil Rate Band Threshold.
Here we’ll look at how it’s worked out, what allowances, rules and exceptions there are and ways to reduce your liability.
With the Premier League returning, we thought a football themed infographic would be just the ticket. It highlights some key stats to help you better understand what separates the two types of financial advice.
New figures from the Financial Conduct Authority (FCA) report that pension scam victims lost an average of £91,000 each in 2017 and almost a third of pension-holders aged between 45-65 wouldn’t have any idea how to check whether they were speaking to a legitimate pension advisor or not.
Talk Money Talk Pensions Week figures revealed that an estimated five million people aren’t happy with their overall finances in retirement. To help change this and make more people aware of what they do have…
An increase in pension scams has meant some have lost more than £1m to pension scam sharks as they target the pensions, savings and investments of over 55s.
Meet financial planners Chris and Louise and learn what made them change career from charity worker and beauty therapist to financial advisers specialising in pensions and retirement planning.
Joslin Rhodes,
The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA
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PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.
