Deciding between taking a lump sum or monthly payments involves assessing a number of factors, including some that are difficult to quantify. The two most important considerations may be when you will ...

Currently, those over the age of 55 can take 25 per cent of their pension pot tax-free up to a £268,275 cap. There are ...

It can be tempting to take a lump sum when you’re able to cash out a pension. Taking the money means you can use it immediately, and it could be your ticket to an early retirement. Do a break-even ...

The Social Security Fairness Act provides retroactive payments for those affected by WEP and GPO. Here’s a step-by-step guide ...