The reason this issue may return to the headlines in the UK in the coming months is due to a delay, ahead of the election, to accelerate the rises – but it will need to be dealt with imminently. The government has legislated for an age increase from 66 to 67 in 2026-28 and to 68 in 2044-46.?However, the timing of the rise to 68 is in doubt and will be looked at by an independent review.
With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
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