With only two weeks remaining in the 2024/2025 tax year, taxpayers have a final opportunity to maximise their tax-deductible ...

Registered index-linked annuities will capture much of market gains while offering downside protection. They are maddingly ...

People approaching or in retirement are being urged to think carefully about their pension income options, in light of ...

By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely ...

Annuities can be a useful, albeit expensive financial tool to manage retirement income if one cannot or is reluctant to ...

If interest rates stay high for long, that can add up to a lot of interest saved – but each extra payment reduces your ...

Annuities have a bad reputation due to their complexity, lack of transparency, and limited flexibility. However, for retirees focused on maximizing their spending in retirement, the simplest ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...

One of the biggest mistakes people make when buying an annuity is overlooking the fees. Annuities are often loaded with ...

Planning for retirement is one of the most important financial steps you can take, yet many South Africans delay saving for ...

Insurers sold £7bn in annuities in 2024, with more people look to secure their money in uncertain economic conditions ...

However, pensions expert Helen Morrissey is urging those reaching retirement age this year to plan ahead to ensure they maximise their income in later life and know exactly how much money to expect.