retirement planning Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/retirement-planning/ North Devon's Leading Wealth Managers Wed, 08 May 2024 12:40:01 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png retirement planning Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/retirement-planning/ 32 32 Why do some pension transfers take so long? Blame the ‘sludge’! https://www.miltonpj.net/2024/05/08/why-do-pension-transfers-take-so-long/ Wed, 08 May 2024 12:39:59 +0000 https://www.miltonpj.net/?p=11169 Clients often come to us wishing to transfer pension funds from previous employment into one consolidated pot so they can better manage their retirement fund – but the process can at times be a long one due to ‘red tape’. Anti-scam regulations – quite rightly there to protect people – can slow the transfer down […]

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]]> Are your retirement finances what you hoped for? https://www.miltonpj.net/2024/04/17/retirement-finances-what-you-hope-for/ Wed, 17 Apr 2024 12:13:03 +0000 https://www.miltonpj.net/?p=11163 A recent survey has found ‘retirees’ have around £131,000 in pension savings – half of what they had hoped for. The research by Standard Life found that pensioners-to-be had aimed for at least £250,000 in their pension pot, but the actual amount meant they were some £480 a month worse off in retirement. The Firm’s […]

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]]> Will pensions ‘political football’ stay on the pitch? https://www.miltonpj.net/2023/04/26/will-pensions-political-football-stay-on-the-pitch/ Wed, 26 Apr 2023 14:07:49 +0000 https://www.miltonpj.net/?p=10591 The removal of the lifetime allowance (LTA) from pensions in the Spring Budget was widely welcomed by most independent financial advisers (IFAs), but recent research has shown that many believe it will not last. A survey by Standard Life has shown that more than two thirds (69%) of IFAs think that planning around the LTA […]

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