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  • HMRC released CGT data for 2020/21 this morning

    Capital Gains Tax payments leap 42% to £14.3bn

  • Family influence is important in retirement planning

    2 in 3 share retirement planning goals with family

  • Incoming rules from HMRC on trusts stipulate that any express trust must register details of the settlors, trustees, and beneficiaries by 1 September

    Nearly 62,000 trusts registered in H1 2022

  • Over 1.8m over 60s are currently caring for a family member, according to the research from Canada Life.

    1 in 10 over 60s underestimating care costs

  • Canada Life offices

    Canada Life ups annuity rates for 16th time this year

  • Annuity rates have risen 35% according to Hargreaves Lansdown

    Annuity rates hit highest level in a decade

  • Andrew Tully, technical director at Canada Life, said the latest figures from HMRC show that many pension savers are having to dip into their retirement funds in order to make ends meet during the cost-of-living crisis.

    Hard-pressed pension savers withdraw 23% more cash in Q2

  • Annuity rates have risen sharply, boosting retirement income for some

    Annuity rates soar to 14 year high

  • HMRC released the IHT figures for October this morning

    IHT receipts leap £500m to £4.1bn

  • Canada Life surveyed 159 financial advisers during roadshow evets in September and October.

    2 in 3 clients worried about investment volatility

  • Average benchmark annuity rates have risen 44% since January, and reached a 14-year high in October, according to Canada Life.

    Annuity rates soar 44% in 2022

  • Canada Life's office

    Treasury urged to restore MPAA to £10,000

  • Canada Life website

    Older workers concerned about care costs

  • Canada Life website

    MPAA is a ‘pensions tax trap’

  • Canada Life office

    Why money-back annuities ‘cost peanuts’

  • Many advised clients say inflation is their key concern

    Inflation is clients' top worry say advisers

  • Chesnara website

    Canada Life sells UK protection arm to consolidator

  • Many pension savers will live longer than they expect, according to new research

    Pre-retirees underestimate life expectancy by several years

  • Annuity rates. Source: Canada Life

    Annuity break-even point falls by 5 years

  • Canada Life website

    Over 50s unimpressed by rising annuity rates

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