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WebSacker & Partners claims ‘practical questions’ remain over DB surplus
5+ hour, 26+ min ago (157+ words) There are some “significant practical issues to resolve”, particularly around payments to younger members in the case of defined benefit surplus, according to a response by pensions focused law firm Sacker & Partners. From 6 April 2027, trustees of ongoing DB schemes will…...
The great wealth transfer is underway: How to navigate an inheritance
7+ hour, 25+ min ago (318+ words) An inheritance can feel like a windfall — until the paperwork, emotions and decisions start piling up. This is a time to pause, get organized and...
What Current Inflation Hints About Social Security's 2027 COLA
10+ hour, 25+ min ago (414+ words) The annual COLA is set by examining year-over-year changes in the CPI-W from the third quarter. July's CPI-W number was up 3.4% year over year, and providing an initial clue. Predictions suggest that 2027's COLA could be among the largest in…...
MM Talks: Why platforms and protection must evolve with Scottish Widows' Jenny Davidson
15+ hour, 11+ min ago (107+ words) MM Talks: Why platforms and protection must evolve with Scottish Widows’ Jenny Davidson Money Marketing In this episode of MM Talks, Money Marketing’s Kimberley Dondo and Tom Browne sit down with Jenny Davidson, intermediary wealth director at Scottish Widows. Drawing…...
Financial future insecurities on the rise
11+ hour ago (490+ words) Nearly everyone is carrying some level of insecurity about their financial future, even those who are trying to plan ahead. Economic uncertainty, fueled by persistent inflation, stagnant wages and a cooling job market, has led many Americans to feel like…...
She Moved $350,000 Into an Annuity at 70. Her $2,100 Monthly Check Stayed the Same. Everything Else Changed.
8+ hour, 41+ min ago (454+ words) Her annuity check arrives like clockwork, but the moment she locked in that guaranteed income, three other numbers in her financial life started moving in ways she never anticipated. Life After Work desk. Editor: David Beren. The point Suze Orman…...
How alternatives can help wealth managers tackle concentration risk
16+ hour, 38+ min ago (476+ words) By Lee Matthews, managing director and head of UK retail sales at Man Group Since the outbreak of war in the Middle East, diversification across traditional asset classes has been in short supply. Equities and bonds have again become positively…...
GDS Wealth Management Named Best Financial Advising Firm in Denton County for Fifth Consecutive Year
11+ hour, 15+ min ago (314+ words) FLOWER MOUND, Texas, Aug. 27, 2026 /PRNewswire/ -- GDS Wealth Management, an SEC-registered investment advisor firm based in Flower Mound, Texas, has been named the Best Financial Advising Firm in Denton County for the fifth consecutive year as part of the annual Best…...
Retirement Costs Soar Faster Than Inflation, Monthly Spend Hits HK$15,090: Over 72% of HK Retirees Wish They'd Acted Sooner
14+ hour, 41+ min ago (124+ words) Bluefield Daily Telegraph - IFPHK x YF Life: Hong KongâMacau Retirement Expense Indexrises to 131.6 â Monthly Spending Reaches HK$15,090 - Retiree Living Costs Have Risen Nearly 3 Times Faster Than General Inflation Since 2020 HONG KONG SAR â Javascript is required for you…...
Why A Retirement Number Alone Won't Tell You If You're Ready To Retire
15+ hour, 42+ min ago (666+ words) Ask someone how they're preparing for retirement, and there's a good chance the conversation will eventually turn to a number. Some people believe they need $1 million. Others aim for $2 million or more. Financial headlines often reinforce the idea that reaching…...