Investments & Pensions

Find out more by clicking on a category below.

 

 

Enhanced Annuities

Enhanced Annuities

An Enhanced Annuity pays a higher income in retirement if you have a medical condition that may reduce your life expectancy.

Income Drawdown

Income Drawdown

Income Drawdown is a more flexible alternative to the traditional annuity route, offering greater choice and control for many people.

Your Retirement options

Your Retirement options

On 6 April 2015 new pension rules came into force, giving you much greater flexibility over how you use your pension savings and the options you have in retirement.

Estimate your Income Tax liability, using our online calculator.
Our online IHT calculator will help you calculate any potential IHT liability.
Monitor your investments on the Zurich platform.
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Personal Finance

Watchdog the CMA confirmed that the bank had charged around 20,000 customers a total of £1.4million in unarranged overdraft fees without alerting them.
Portafina has again been asked by the Financial Ombudsman Service (FOS) to pay compensation to a client following unsuitable pension transfer advice.
Of all the taxes we have to pay, inheritance tax is perhaps the most hated, despite the fact only a minority of estates pay it. But if you are worried about IHT, it can be avoided.
A This is Money investigation has revealed a string of incorrect forecasts sent to people now facing a poorer retirement than they expected.
Tens of thousands of university leavers are risking wasting cash – in some cases over £20,000 – by voluntarily paying off their student loan even though they aren't earning enough to have to