The State Pension is paid out to people aged 66 or over who have made at least 10 years of National Insurance (NI) ...

Challenger is focused on increasing sales via independent advisors, specialty platforms, industry funds, and institutional clients that seek guaranteed returns. The partnership with MS Primary allows ...

Worried about retiring in 2025 after market swings? Experts share smart, calming advice to help protect your plan — even if ...

A 1035 exchange lets you transfer your current non-qualified annuity — meaning an annuity that wasn’t funded with IRA or 401 (k) money — to a new annuity without paying taxes on the gains. The key ...

Deciding between a $500,000 lump sum or $3,500 monthly annuity payments for your pension isn’t straightforward and involves ...

Challenger is focused on increasing sales via independent advisors, specialty platforms, industry funds, and institutional clients that seek guaranteed returns. The partnership with MS Primary allows ...

Following recent regulatory and market developments, 2025 represents an important year for schemes reviewing their endgame strategy, Aon has suggested ...

Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes ...

Aon has formed a UK Endgame Strategy team to help schemes make decisions as they review their endgames during what it describes as a “key year” for pension schemes ...

Cole says considering safe-haven investments is one way to lean into relative stability during periods of volatility. “If ...

President Trump’s tariff-induced market gyrations are the latest example of a shock that has generated higher-than-usual trading in retirement accounts, transfers from equities to fixed income, and ...

The systemic problems have been identified and largely fixed. But the Tier One retirees will remain in the system for some time, and that affects public services.