Pension and Retirement Planning Archives | Shorts Wealth Management

4th August 2023

The income choice in retirement

Have you thought about how you intend to convert your pension pot into income when you retire? The last 18 months of high inflation mean you may need to review how you draw income if you are approaching retirement.

26th July 2023

Managing the new pension allowance landscape

Whether or not the lifetime allowance has been a consideration for you in the past, you or your employer can now make a pension contribution without worrying about lifetime allowance constraints.

11th January 2023

Retirement now and later

The retirement market changed considerably in 2022, largely driven by market volatility and soaring inflation. Your retirement plan may have been knocked off its original course and require review.

27th October 2022

What price pension freedom?

Inflation is driving many to raid their ‘rainy day funds’ to cover rising energy and fuel bills.

20th October 2022

Automatic pension enrolment ten years on

October marks ten years since the advent of automatic enrolment for workplace pensions. What's been learned in the last decade?

17th August 2022

Lessons from the other side of 50

Many younger people now rely on the bank of Mum and Dad to help get them on the housing ladder, but they may also have some important life lessons to impart when it comes to saving towards a more secure financial future.

16th August 2022

Are you facing a retirement challenge?

With double digit inflation on the horizon, you may need to reassess your plans.

15th April 2022

Gifting from income and other estate planning options

The question marks hanging over inheritance tax (IHT) have disappeared, but as the impact of the tax on individuals and families is growing, there are strategies to mitigate your liability.

5th March 2022

The Cost of Retirement: Setting your own standard

New research confirms many people are experiencing the growing gap between what the State pension provides and a comfortable retirement.

25th January 2022

Social care plans for England: Not all they seem?

The long-awaited details of funding new social care plans for England have been released – with associated UK-wide tax rises.

29th October 2021

A new style retirement for changing times?

Alongside adaptations to working life, the pandemic may also be changing retirement patterns and expectations.

20th October 2021

Pension Triple Lock Falls to Double

Next April’s increases to State pensions will now follow a less expected, and less expensive, path. What percentage increase should apply to State pensions in 2022?

News

The income choice in retirement

Managing the new pension allowance landscape

Retirement now and later

What price pension freedom?

Automatic pension enrolment ten years on

Lessons from the other side of 50

Are you facing a retirement challenge?

Gifting from income and other estate planning options

The Cost of Retirement: Setting your own standard

Social care plans for England: Not all they seem?

A new style retirement for changing times?

Pension Triple Lock Falls to Double