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.
For advisers, a pension transfer is about much more than moving assets from one provider to another. It's often a client's first experience of a new pension provider, setting the tone for the relationship from the outset. When transfers are handled efficiently, clients gain confidence that their retirement savings are in safe hands. When they're...
After years of development, Pension Dashboards are moving closer to becoming a reality. With all relevant pension schemes and providers expected to connect to the dashboards ecosystem by 31 October 2026, advisers have an opportunity to prepare for what could be a significant shift in the way clients engage with their retirement savings. While dashboards...
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...
We use cookies to help ensure that our website and services are able to function properly. These cookies are necessary and so are set automatically. We may also use some cookies to make your visit more personal and improve our website based on how you use it. These cookies are optional and you can choose which types you'd like to accept. To do this, select 'Cookie settings’. If you'd like to accept all optional cookies, select 'Accept’. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
