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What’s happening in pensions: May 2025

4 June 2025
Proposals for pension reform in the UK.
From the experts

New tax year tips from personal finance experts

3 April 2025
Our new tax year Money Masterclass with Georgie Frost and Brian Byrnes gives you expert tips to level up your finances in the new tax year.
From the experts

Unlock your wealth with the ISA-Pension power combo

2 April 2025
By Moira O’Neill - Moira is an independent freelance investment and money writer, editor and presenter. She is a columnist for the Financial Times and the winner of the Headline Money Journalist of the year 2024.
From the expertsFrom the experts

Your guide to the end of the 2024/25 tax year

20 February 2025
Here’s your one-stop shop for the end of tax year - including key timings and things to do before your allowances reset.

Key timings for the end of the 2024/25 tax year

20 February 2025
Cutoffs to deposit, transfer, and open a new account in the 2024/25 tax year.

The 2024 Round Up

30 December 2024
It’s been a year of big milestones - find out what we achieved together.

Why do I need a personal pension?

2 December 2024
Pensions Academy - Lesson 3: A personal pension is a great way to build up a healthy retirement pot, beyond the State and workplace pension, helping you afford the life you want to live after work.
Academy

Saving for retirement in your 20s vs 40s – what’s the cost?

1 October 2024
Putting off saving for retirement could cost you as much as six figures.
Articles

What’s the point in saving for retirement?

17 September 2024
Your questions, answered. Here's five ways to gain extra cash for your pension that make saving for retirement a no brainer.

How can I track down lost pension money?

17 September 2024
Your questions answered. Here's how to find lost pension money using the Moneybox app.
Articles

It's important you know

Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

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