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Â鶹ÊÓƵ & Retirement
June 14, 2024
‘Can I pay off my mortgage and retire with £1.5mn?’
Portfolio Clinic: Our reader invested rather than paying off debt when rates were low, but now needs to pay off a loan and boost his retirement funds. Taha Lokhandwala helps find a way
June 10, 2024
Labour U-turns on pension lifetime allowance plans
The party reportedly will not bring back the cap on tax-free pension savings
May 24, 2024
Not even higher rates can deter retirees from drawdown
Annuity sales did not increase as much as expected despite better value for money
May 23, 2024
How much do you need to save for retirement?
Savers and investors always underestimate how much they need. We take you through the pieces of the puzzle you need to put together a perfect retirement
May 14, 2024
How to make a financial plan – without an expensive adviser
There are plenty of free tools available to create a 'professional' cash flow model to help you know whether you have enough saved up to retire
May 09, 2024
How to manage two generations being retired at the same time
If you and your parents are both relying on pensions, consider your family’s overall exposure to market downturns
May 03, 2024
'Can we retire at 55 with a £150,000 income?'
Portfolio Clinic: With a combined income of more than £300,000, this couple can save and spend a lot. But once the income dries up, will their savings be enough?
April 23, 2024
Isa and pension transfer times still have a way to go
Platform transfer delays are nothing new, and improvement has been slow to materialise
April 16, 2024
What next for the pension lifetime allowance?
With legislation on the LTA's abolition still incomplete and a new government on the horizon, it’s very hard for pensioners to make plans
March 15, 2024
'I’ve lost my confidence – how do I invest my £2.5mn in cash?'
Portfolio Clinic: Our reader has a lot of cash but is paralysed by indecision. Where should he start? Val Cipriani lends a hand
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