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Wealth

Rise of the ‘Late Financial Bloomers’

Research1 suggests a new group of consumers – Late Financial Bloomers – are set to change the face of retirement. Marriage and divorce A series of socioeconomic factors, including later home ownership, are the main drivers…

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Money, Retirement, Wealth

New Year’s resolution? Get to know your pension age(s)

Did you know that the phased increases to State Pension age (SPA) reached 66 for both men and women in October 2020 and it’s set to rise further? The minimum age for taking funds from…

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Investments can fall as well as rise in value and you might get back less money than you originally invested. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. The information on this website is not advice. Decisions should not be taken solely on the content of this website and individual advice should be sought first.

Pension Expert is a trading name of Meridan Pension Services Limited. Meridan Pension Services Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 841099.

Meridan Pension Services Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales at Hanham Hall, Whittucks Road, Bristol, BS15 3FR.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Directors: A E Hudson, M K Hucker, I J Chappell, P G Jones, N H Poole.

Company registration number 07378499.

VAT Number 102443662.

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