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News & Insights
Personal finance
Stories that impact your personal finances, such as interest rates, inflation and savings, as well as mortgage rates, annuities, retirement and the state pension.
February 2024
The dividend allowance cut – what can you do to shelter your income?
Blair Collins-Thomas
Will the State Pension age rise and what could it mean for you?
Helen Morrissey
Head of Retirement Analysis
Capital gains tax allowance cut – what you need to know
Charlie Hutchence
Investment Writer
Millions set to pay tax on their savings – what can you do?
Guy James
Personal Finance Writer
The lifetime allowance is changing – what you need to know
Adam Kemp
2024 Budget changes are coming – 5 tips to help shelter your money
Sarah Coles
Head of Personal Finance
How to pay less tax before the tax year ends – a financial adviser's top tips
Hugh Breach
Financial Planner
How to boost your partner’s pension with a potential £16,000 tax break
Helen Morrissey
Head of Retirement Analysis
Cost of retirement soars by £8,000 a year – 5 tips to boost your pension
Helen Morrissey
Head of Retirement Analysis
9 things we want to see in the 2024 Spring Budget
Susannah Streeter
Head of Money and Markets
What’s next for the State Pension and how to get the full amount
Helen Morrissey
Head of Retirement Analysis
Interest rates hold steady at 5.25% – what it means for savings, mortgages, and annuities
Susannah Streeter
Head of Money and Markets
January 2024
How we are juggling pensions, savings and investments: mind the resilience gaps
Podcast
- 23 mins
5 steps for making the most of your pension
Helen Morrissey
Head of Retirement Analysis
Scam Shockers: Investment and Pension Traps Exposed
Podcast
- 32 mins
Bonus season – 5 steps for making the most of a bonus
Helen Morrissey
Head of Retirement Analysis
Surprise inflation rise to 4% – what’s next for markets, savings and mortgages?
Susannah Streeter
Head of Money and Markets
Autumn statement – National Insurance tax change plus ways to help cut your tax bill
Helen Morrissey
Head of Retirement Analysis
Cybersecurity – expert views on how to shelter your portfolio
Tara Clee
ESG Analyst
Pensions and your self-assessment tax return – what you need to know
Isabel McDougall
Pensions and Retirement Writer
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