Company news, industry updates and key insights about our ongoing improvement and innovation. All the information you need to stay one step ahead of pensions changes.
Beneficiary nominations are an important part of financial planning, yet they are often completed when a pension is first established and then rarely revisited. While the forthcoming changes to the UK Inheritance Tax treatment of pensions have brought this topic back into focus, these changes will not affect every client or adviser, particularly those working...
Despite increased regulatory scrutiny and greater public awareness, pension scams remain a persistent threat to retirement savings. While traditional cold-calling tactics have largely disappeared, fraudsters have adapted their approach, often presenting themselves through professional-looking websites, social media advertising, investment seminars and seemingly legitimate introducer networks. For advisers, one of the challenges is that many scams...
For long periods of time pensions rarely attracted mainstream attention outside the financial services industry. While they have always played a central role in long term financial planning, many consumers viewed pensions as something distant, technical and easy to postpone thinking about. That has changed significantly over the past few years. Pensions are once again...
Social media has transformed the way people consume financial information. What was once limited largely to financial advisers, providers and regulated publications is now shared constantly across short form videos, podcasts, online forums and social platforms. Financial topics that many consumers may never previously have engaged with are now appearing daily on phones and feeds...
Retirement is changing, and so is the role of pension providers For decades, retirement followed a familiar and predictable path: a defined working life followed by a clear transition into full retirement. Today, that model is no longer the norm. Instead, retirement has become more flexible, more personalised, and far less linear. Individuals are redefining...
The start of a new tax year is often treated as a procedural reset – a time for refreshed allowances, updated figures and revised documentation. But for advisers, it represents something far more valuable: a natural opportunity to re-engage clients, reframe conversations and ensure pension strategies remain aligned with an evolving financial landscape. At iPensions...
Intergenerational planning has become an increasingly important topic within financial services, yet within the pensions space it is often underutilised. While pensions are widely recognised for their role in retirement planning, their potential as intergenerational tools is sometimes overlooked. We believe this represents a significant opportunity for advisers, not only to enhance client outcomes, but...
In today’s pensions landscape, the distinction between advice and engagement has become increasingly important. Advisers operate within a clearly defined regulatory framework, where the boundaries of advice are well established. Yet client expectations continue to evolve, and there is growing demand for a more engaging, accessible, and transparent experience. We view this as one of...
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