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Pensions & Retirement
May 03, 2024
'Can we retire at 55 with a £150,000 income?'
Portfolio Clinic: With a combined income of more than £300,000, this couple can save and spend a lot. But once the income dries up, will their savings be enough?
April 23, 2024
Isa and pension transfer times still have a way to go
Platform transfer delays are nothing new, and improvement has been slow to materialise
April 16, 2024
What next for the pension lifetime allowance?
With legislation on the LTA's abolition still incomplete and a new government on the horizon, it’s very hard for pensioners to make plans
March 15, 2024
'I’ve lost my confidence – how do I invest my £2.5mn in cash?'
Portfolio Clinic: Our reader has a lot of cash but is paralysed by indecision. Where should he start? Val Cipriani lends a hand
March 08, 2024
'I'm 21 and have £11,000 – can I retire in 20 years?'
Portfolio Clinic: Our reader is a keen investor at a young age, but wonders if he's on the right track to meet his ambitious aims. Dave Baxter takes a look
March 01, 2024
‘We’re in our 50s – can we invest and live off our £2.5mn portfolio?’
Portfolio Clinic: Our readers have a large portfolio but want to make sure their strategy can make it last 40 years. Val Cipriani looks at the options
February 26, 2024
How to be more tax-efficient in retirement
With the state pension taking up almost all the personal allowance from April, pensioners need to plan their income carefully
February 23, 2024
‘I’m adding £60,000 a year to my pension – where should I invest?’
Portfolio Clinic: Our reader has ambitious plans to retire early, buy a new home and set up his young family for life. But will his investments get him over the line? Taha Lokhandwala takes a look
February 07, 2024
'Comfortable retirement' costs rise by £4,500 a year
Average couple now needs a near-£60,000 annual income, an 8 per cent rise from 2023
February 06, 2024
Why it's a good time to buy an annuity
Payouts are fluctuating but will eventually start coming down, so locking in early could be worth it
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