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  • 67% of people unaware of pension IHT change

    Two thirds (67%) of people say they are unaware that it is only months until most unused pensions are included in an individual’s estate for IHT purposes, despite understanding that the new rules will apply to them.

  • 96% of pensions to be added to Dashboards by deadline

    The Money and Pensions Service has reported that 96% of pension records within the scope of the legislation will be connected to the Pensions Dashboards 'ecosystem' by the 31 October deadline.

  • Most workers have no retirement plan – survey

    Fewer than one in five (18%) employees with a workplace pension have a clear retirement plan, despite more than half (51%) having given a lot of thought to their financial needs in later life.

  • Advisers say IHT is biggest client concern ahead of Budget

    Financial advisers have cited cuts to Inheritance Tax breaks and allowances as their clients’ biggest concern ahead of the Budget, with 57% saying it was uppermost in clients’ minds, according to a new survey.

  • AI pension answers ‘potentially harmful’ - survey

    One in ten answers (11%) provided by AI models to common pension questions could harm savers or lead to mistakes they cannot undo, according to a new study.

  • Editor’s Comment: Triple Lock 'smoke and mirrors'

    The decision by the new PM to scrap the pensions Triple Lock in its current form is potentially a political master-stroke. For those relying on the State Pension, however, it’s less good news.

  • Government urged to increase auto-enrolment contributions

    Trade body Pensions UK has called on the government to set out a clear timetable for increasing automatic enrolment pension contributions after its research found strong public concern about under-saving.

  • Pension savers withdraw more than £91bn

    Pension savers withdrew more than £91bn from their retirement pots in 2025/26, according to the FCA’s latest Retirement Income Market Data.

  • Savers are £7k a year short of comfortable retirement

    The average pension saver is contributing £7,222 less every year than would be required for a comfortable lifestyle in retirement, according to analysis of new data from HMRC.

  • Pre-retirement women have half the pension wealth of men

    Women aged 55-59 have around half (54%) the pension wealth of men of the same age, according to new research from the Pensions Policy Institute.

  • 3 fraudsters jailed for £70m 'green' pension investment con

    Three fraudsters have been jailed for a total of 15 years and nine months for carrying out a seven year £70m investment fraud which cheated more than 3,000 people, many of them pensioners, out of their savings.

  • Pension industry needs strong AI governance

    Pension schemes and providers must know where AI is being used and need clear governance in place, workplace pension provider Penfold has urged.

  • Taxable pension withdrawals top £75bn for under-65s

    Seven in 10 (70%) of the 3.42m people who have taken taxable payments from their pension pots since the inception of ‘Pension Freedoms’ in 2015 were under 65.

  • Editor’s Comment: Is retirement planning too narrowly focused?

    A new report about pensions and housing wealth thinking, or lack of it, has got me considering how we plan for later life financial challenges and the importance of fully comprehensive holistic Financial Planning.

  • SPP calls for divorce pension protection

    The Society of Pension Professionals (SPP) has called for the modernisation of the way pension assets are treated on the breakdown of marriages and cohabiting relationships.

  • Consumers turning to AI tools for pension help

    Almost a third of people, 30%, say they trust AI tools when it comes to getting help with their pension, according to a new study.

  • Lifestyle pension savers could lose £400,000

    High-earners using lifetime pensions modelling to reduce risk in the run up to retirement could end up missing out on more than £400,000 in their retirement pots, according to calculations by Glasgow Financial Planning firm Murphy Wealth.

  • HMRC collects £164m in ‘needless’ pension tax

    New figures from HMRC reveal that the tax authorities collected £164m in pension annual allowance charges last year, with one expert warning that more high-earners are being "caught out" by the charge.

  • Pension Dashboards to be used for key life moments

    Nearly half of pensions professionals expect dashboards to be used primarily at key life moments such as retirement or job changes, according to a new poll.

  • Budget date set for 28 October

    New Chancellor John Healey has confirmed that the date of his first Budget will be Wednesday 28 October.

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