Expert views
Commentary submitted by Helen Morrissey in their own words.
Back to profileThe latest HMRC tax figures
Pension contributions can play a role in keeping your income below tax thresholds.
Surging energy prices push inflation up to highest level since March
Inflation is a particular challenge in retirement because income may need to last for decades.
Surging energy prices push inflation up to highest level since March
Inflation is a particular challenge in retirement because income may need to last for decades.
Wage data likely to be key factor in triple lock uplift
Average wage growth plus bonuses stood at 4.1 per cent between April-June.
UK inflation remains steady prior to impact of Iran conflict
Inflation remained steady this month, but current geopolitical instability means we will likely see it start to rise in the coming months.
‘Eye-popping figures’ in latest tax receipt data
January is always a bumper month due to the self-assessment tax return deadline, but we saw all-time highs hit for both taxes.
Inflation falls to 3% boosting chance of interest rate cuts
Inflation is one of the biggest issues retirees will need to consider when planning their retirement income.
Jump in sales of pension annuities valued at over £250,000 and £500,000
These findings correlate with our own client data which shows average annuity purchase size has rocketed more than 160 per cent in recent years – up from £62,301 in the first six months of 2021 to £162,729 in the same period of 2025.
Calls for free pension health checks to avert ‘retirement under-savings crisis’
A key challenge is that people have pension pots spread across different providers and don’t have an idea of how much they have in total.
Report highlights stereotypes around ‘pension gulf’ between men and women
The provision of good quality affordable childcare could be a gamechanger in helping women back into the workplace.
The latest on tax receipt data
There are ways you can reduce your inheritance tax liability.
Some pension savers ‘expect to cut contributions after salary sacrifice changes’
Salary sacrifice has been a great way of helping people build their retirement resilience.