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In a significant change to the pension landscape, the lifetime allowance (LTA) has been removed from 6 April 2024.
Watch our short video to hear the thoughts of Mike Ambery, Retirement Savings Director, on the key announcements from the Spring Budget.
We look at valuable exemptions, allowances & planning opportunities available before 6 April and some that may be lost if your client doesn’t act before then
Standard Life and Fidelity International announce strategic partnership to launch a new Smoothed Return Pension Fund.
The Regular Fixed Charge, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa in 2024.
There are the cut off dates you need to be aware of leading up to tax year end 2024. Please ensure all relevant business is completed by the dates specified.
We are delighted to confirm that our International Bond (Offshore Bond) has achieved a 5 Star Rating from Defaqto for 2024.
We announced our with-profits bonus review on Thursday 1 February 2024. Read the key messages in our news article.
We are delighted to confirm that our Self Invested Personal Pension (SIPP) has achieved a 5 Star Rating from Defaqto for 2024.
Key points and Lifetime Allowance changes for pension planning at 75: what you need to know now and for the 2024/25 tax year
According to our new research almost half of over 50’s admit they don’t know that annuities come in many forms and with various options.
We are delighted to share that Standard Life, part of Phoenix Life Limited, have retained a Financial Strength rating of Very Strong with AKG.
We are delighted to share that Standard Life International DAC have retained a Financial Strength rating of Very Strong with AKG
There’s a lot of talk about the future of the retirement income market right now. That’s why we’ve chosen to sponsor a new guide from Defaqto.
Watch our short video to hear the thoughts of Tim Fassam, Director of Public Affairs, on the Autumn Statement announcements.
We know advisers have close relationships with their clients. But could the trust you share with your clients help to boost their incomes in retirement?
Consumer Duty's mission has only just begun. Is now the time for partial or phased annuity purchases to play a key role in your retirement income planning?
Our Retirement Voice 2023 report captures how the nation is feeling about their savings and retirement. Find out more.
ASTM1 is a technical document that sets out the methodology and actuarial assumptions that should be used when calculating SMPIs.
Our latest research reveals that there’s sizeable uncertainty as to how annuities work and what benefits they can provide.
The Regular Fixed Charge, paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa in 2023.
The Distribution rate, declared in February and August each year, has been declared at 2.5% in August 2023. Read more for the pence per unit rate.
We announced our with-profits bonus review on Tuesday 1 August 2023. Read the key messages in our news article.
Jenny Holt, our Customer Savings & Investment Director, looks at our current approach to helping customers with the requirements of the Consumer Duty.
The Regular Fixed Charge, paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa. Published May 2023.
The Normal Minimum Pension Age will rise from age 55 to 57 from 6 April 2028 impacting those born after 6 April 1971 (unless they have a protected pension age)