Latest Pension News

Defined Benefit Pensions

The Purple Book 2020

The latest in defined benefit pension scheme statistics The Purple Book is a yearly publication of UK defined benefit scheme data. It offers a great insight into the health and...
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Retiring Overseas

Impact of Brexit on UK pensions, advisers & providers

EU residents & the impact of Brexit on UK pensions The financial services sector remains confused by the UK’s last-minute Brexit deal. EU-based advisers with UK resident clients, and UK-based...
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Defined Benefit Pensions

What is a defined benefit (DB) pension scheme?

Defined benefit pension schemes explained A defined benefit ("DB") scheme is a type of pension where income at retirement is pre-defined. Instead of saving up a pot of pension money,...
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UK Pension Planning

Planning for the UK State Pension

UK State Pension Planning The UK State Pension has always been a hot-topic for debate and government tool at election time. You may have seen in the news that the...
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Defined Benefit Pensions

Diageo Pension: Scheme Spotlight

The Diageo Pension Scheme While Diageo’s stock has been selected as one of AJ Bell’s best buys for 2021, we explore their defined benefit scheme. The Diageo pension is one...
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Retirement Planning

5 Reasons to Review Your Pension

1. Pension planning costs Pensions come in many different shapes and sizes. A pension plan can be expensive, carrying layers of unexpected costs and hidden charges. A fundamental part of...
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Defined Benefit Pensions

Bupa pension scheme closed to ALL members

Bupa confirm closure of defined benefit scheme The Bupa Pension Scheme (TBPS DB) will close to all members from 31st December 2020. Bupa proposed the DB scheme closure earlier this...
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Schemes in Deficit

Arcadia Group collapse affects 10,000 pension members

Collapse of Arcadia leaves 10,000 worried about retirement The Arcadia Group includes household names like Topman, Dorothy Perkins, Burton, Miss Selfridge, Evans, Outfit and Wallis. The news in recent weeks...
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Retirement Planning

Why appoint a financial adviser?

When and why should I appoint a financial adviser? With most banking and investment plans now offering high quality online management, people are increasingly inclined to manage their own finances....
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Retiring Overseas

10 Important QROPS Questions

10 Questions to ask before you transfer to a QROPS Considering a QROPS transfer? Ask your adviser these important questions. Don't be shy in grilling a financial adviser. It's their...
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Defined Benefit Pensions

Pension Focus: British Airways APS & NAPS

My BA Pension British Airways' defined benefit pension offering is split into two, the ‘Airways Pension Scheme’ and the cleverly named, newer, ‘New Airways Pension Scheme (NAPS)’. There’s a wealth...
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Retiring Overseas

Free online UK tax residence test 2020

Step by step UK tax residency test for 2020 We've created a series of simple UK tax residency tests. Our tests are free, quick and provide instant online results. In...
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Retiring Overseas

Brits in Europe – get ready for Brexit

Essential Brexit planning for Brits living in the EU If you’ve moved to live in Europe, whether for work or retirement, you’ll be wondering how life will change from 1st...
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Defined Benefit Pensions

RPI downgrade bad news for pension scheme members

Change to RPI will affect DB pension scheme members Yesterday (25th November 2020), HM Treasury reported their response to the Consultation on the Reform to Retail Price Index (RPI) Methodology....
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Retirement Planning

Plan your retirement travel experiences!

6 Travel ideas for your retirement plan We might be in the middle of a global pandemic; with lockdowns and travel restrictions aplenty, but can we dare to dream? Why...
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Pension Jargon

Learn the language of pension jargon

We've added a FULL pension jargon glossary! Half the work in planning retirement is wading through financial jargon. As we recently discussed, the DWP appear to have recognised this, and...
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Pension Jargon

Celebrate the weekend with our Pensions & Animals Quiz

World's First Pensions & Animals Quiz Take a break from the hard slog of planning your retirement to scratch up on some really important facts. Do you know your alligators...
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UK Pension Planning

DWP Push for Simpler Pension Statements

Simpler annual pension benefit statements for workplace pensions The Department for Work and Pensions (DWP) have recently concluded their consultation about simpler annual statements for workplace pensions. We've been campaigning...
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Defined Benefit Pensions

Pension Scheme Database Updated!

We've updated our defined benefit pension scheme database Our pension scheme database offers headline scheme benefit information and contact details for an array of UK final salary schemes. We want...
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UK Pension Planning

NEW! UK State Pension Income Calculator

Calculate your minimum UK State Pension, instantly Sometimes you're just looking for a quick estimate. Our UK State Pension calculator estimates the minimum you should be eligible for from the...
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Bringing you the latest news and information about UK pension planning

Our pension news blog is regularly updated to bring you the latest UK planning information. We focus upon pension news and retirement planning, but help where we can with other financial matters.


2020 Pension News

Defined Benefit Pensions

The Purple Book 2020

Retiring Overseas

Impact of Brexit on UK pensions, advisers & providers

Defined Benefit Pensions

What is a defined benefit (DB) pension scheme?

UK Pension Planning

Planning for the UK State Pension

Defined Benefit Pensions

Diageo Pension: Scheme Spotlight

Retirement Planning

5 Reasons to Review Your Pension

Defined Benefit Pensions

Bupa pension scheme closed to ALL members

Schemes in Deficit

Arcadia Group collapse affects 10,000 pension members

Retirement Planning

Why appoint a financial adviser?

Retiring Overseas

10 Important QROPS Questions

Defined Benefit Pensions

Pension Focus: British Airways APS & NAPS

Retiring Overseas

Free online UK tax residence test 2020

Retiring Overseas

Brits in Europe – get ready for Brexit

Defined Benefit Pensions

RPI downgrade bad news for pension scheme members

Retirement Planning

Plan your retirement travel experiences!

Pension Jargon

Learn the language of pension jargon

Pension Jargon

Celebrate the weekend with our Pensions & Animals Quiz

UK Pension Planning

DWP Push for Simpler Pension Statements

Defined Benefit Pensions

Pension Scheme Database Updated!

UK Pension Planning

NEW! UK State Pension Income Calculator

UK Pension Planning

What is a stakeholder pension?

UK Pension Planning

Company Pensions: Leaving Work

Retirement Planning

Claiming Pension Death Benefits

Retiring Overseas

10 Tips for Retiring Abroad

Defined Benefit Pensions

UK Pension Consolidation

Defined Benefit Pensions

Is the 3 month CETV guarantee long enough?

UK Pension Planning

What is an enhanced or impaired pension annuity?

Pension Investment

With Profits Funds Explained

Defined Benefit Pensions

NEW! Pension Transfer Value Calculator

Retirement Planning

Top 10 Retirement Goals

UK Pension Planning

Defined Benefit v Defined Contribution

Financial Scams

I have a QROPS… have I been scammed?

Defined Benefit Pensions

Understand your defined benefit pension statement

UK Pension Planning

Head to Head: BP Pension Fund v Shell Contributory Pension Fund (SCPF)

UK Pension Planning

What is an ‘International’ Self Invested Personal Pension (SIPP)?

UK Pension Planning

Full pension withdrawal – a good idea?

Pension Investment

What is a ‘lifestyling’ pension investment strategy?

Retirement Planning

Head to Head: Defined Benefit Scheme v SIPP

Defined Benefit Pensions

How does a defined benefit pension transfer work?

Retirement Planning

Calculate your retirement age!

Retirement Planning

Pensions & Divorce

Pension Jargon

NEW! Pension Knowledge Test

Retiring Overseas

UK State Pension for Non-UK Residents

Defined Benefit Pensions

NEW! Pension Transfer Quiz

Retiring Overseas

Is Portugal still the No.1 Tax Haven in Europe ?

Retirement Planning

5 Ways to Avoid Lifetime Allowance Tax

Financial Scams

Beware – ‘Home Office’ Penalty Charge Notice SCAM

Pension Jargon

What is a risk profile?

Retirement Planning

Are my pension savings enough to retire?

Pension Investment

Top 5 Investment Analysis Tools of 2020

Financial Scams

Bank Phishing Scams

UK Pension Planning

Pension Lifetime Allowance Protection – For Expats Only

Retirement Planning

Top 20 Retirement Planning Questions

UK Pension Planning

Tax planning with the pension PCLS

Financial Scams

Be aware of the latest Amazon scam!

Pension Investment

Investing in the future of green energy

Pension Jargon

Guaranteed Minimum Pension (GMP) Explained

Pension Investment

Should I invest my pension ethically?

Defined Benefit Pensions

How are defined benefit pensions statistically compared?

Pension Jargon

Hybrid Schemes Explained

UK Pension Planning

Trace lost pension plans

Pension Jargon

Guaranteed Annuity Rates (GARs) Explained

UK Pension Planning

Pandemic Pension Planning

Retirement Planning

Endowments due to mature?

Schemes in Deficit

BAE Systems – Important News – Funding Update

Schemes in Deficit

House of Fraser – Important Information for Pension Scheme Members

International Pensions

Are QROPS Still Relevant?

Retirement Planning

Have a nice conversation about death!

Schemes in Deficit

Laura Ashley Pension Update

Schemes in Deficit

Purple Book Released

Pension Transfer Personality Quiz

Take our free pension transfer personality quiz to find out if a pension transfer is right for you!

1 / 10

How would you describe your investment or financial planning experience?

2 / 10

Where will you live in retirement?

3 / 10

What sort of taxpayer will you be in retirement?

4 / 10

How would you describe your relationship with money and finances?

5 / 10

Are your essential outgoings already covered by other retirement income?

6 / 10

Will anyone else be reliant on your pension for their financial security?

7 / 10

When you retire, will you need to withdraw a lump sum?

8 / 10

Do you require ad-hoc access to your pension funds in retirement?

9 / 10

How would your ideal retirement income be structured?

10 / 10

If you died, who would you want to benefit from your pension money?

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