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Individual personal pensions
Earn 60 minutes of CPD with our sponsored Defaqto guide. Read more.
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.
Our summary of the key points from the Autumn Statement.
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, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa in 2023.
Information on the distribution rate for the Onshore Bond Distribution Fund.
We're delighted to confirm that our offshore bond, the International Bond, has achieved a 5 Star Rating from Defaqto for 2023. We're also thrilled to announce that our Investment Bond Service has achieved the Defaqto Gold Service Rating.
We announced our with-profits bonus review on Tuesday 1 August.
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, which is paid by some International Bond customers under the wealth management charging structure, will increase by 5% pa.
The Normal Minimum Pension Age (NMPA) will rise from age 55 to 57 from 6 April 2028. This change will impact those born after 6 April 1971 (unless they have a protected pension age) and means they will not be able to access their pension savings until 57.
We are making changes to our Intermediary Terms of Business (ITOB). The changes will come into effect 30 April 2023.
Tim Fassam, Director of Public Affairs, discusses the Chancellor's Spring Budget and the announcements that could really matter to your clients – including big changes to pension allowances.
The Bank of England's latest 0.25% increase to UK interest rates takes them to 4.25%. Many hope it will be the last hike of the year but with inflationary pressures persisting, will that be the case? Read our outlook for inflation and interest rates.
We are delighted to share that Standard Life have retained a Financial Strength rating of Very Strong with AKG.
If you have Onshore Bond customers invested in the Distribution Fund please note the following:
There are important cut off dates you need to be aware of in the lead up to tax year end. Please ensure all relevant business is completed by the dates specified.
We announced our with-profits bonus review on Wednesday 1 February.
The latest 0.5% increase to UK interest rates takes them to 4%. But where will they need to reach to successfully rein in inflation? And will it dampen recent market enthusiasm? Read our latest outlook for the UK economy and markets.
We are delighted to confirm that our Active Money Self Invested Personal Pension (SIPP) has achieved a 5 Star Rating from Defaqto for 2023.
With UK interest rates now at 3.5%, what lies ahead? We look at the outlook for inflation and interest rates and the key factors for investors to watch out for in 2023.
See how the cost of living crisis is transforming our nation's financial attitudes, journeys towards retirement and experiences of life after work.
We are pleased to announce we have increased the insured fund discounts on our Active Money Personal Pension (AMPP) and Self Invested Personal Pension (SIPP) with effect from 25 May 2022, for new and existing clients.