IFGL Pensions

Could you be missing part of your retirement savings without even realising it? As careers become more mobile, it's easier than ever to lose track of old workplace pensions.National Pension Tracing Day is an opportunity to review your retirement savings and make sure nothing has been left behind. In this short video, Senga Jones BSc Cert CII MP shares why pension pots become lost and how taking a few simple steps today could help you reconnect with money you've worked hard to earn. #NationalPensionTracingDay

Are you pension-ready? The answer might look very different depending on whether you're in your 30s or your 60s. As part of Pension Awareness Week, Rachel Meadows shares some practical actions that can help you take greater control of your retirement planning, whether that's tracking down old pension pots, reviewing your investments, or building a clearer picture of your future retirement income. A few small steps taken today could have a lasting impact tomorrow. #PensionsAwarenessWeek

QROPS changes. Overseas pension transfers. Inheritance tax updates. The latest IFGL Pensions Technical Newsletter is now available. In this issue, we explore: ✅ Updates affecting QROPS and lump sum planning ✅ Overseas pension transfer considerations ✅ Recognised transfer rules explained ✅ Pension inheritance tax developments Read the latest issue and stay informed on the topics shaping the pensions landscape.

The proposed inheritance tax changes aren’t due to take effect until April 2027. Rachel Meadows and Steve Berridge consider whether political changes could affect the reforms before they take effect, alongside the implications for private pension savers and the planning opportunities available. The key message: don’t panic, but start planning.

In this episode of the Long Game, Rachel Meadows and Steve Berridge explain what the new UK inheritance tax rules mean for advisers and their clients, dispel common misconceptions and explore practical planning opportunities for both UK and international investors. Discover why pensions remain a valuable retirement planning tool and how advisers can help clients prepare with confidence.

Major changes to UK inheritance tax rules are due to take effect from April 2027, bringing unused pension funds within the scope of inheritance tax for the first time. In this episode of The Long Game, Rachel Meadows and Steve Berridge explain what the new rules mean for financial advisers and their clients. Listen Now