Pensionlite - PL Wealth - PL Mortgages

Pensionlite - PL Wealth - PL Mortgages Full-service Chartered Financial Planners working for clients across the UK. Approver Quilter Financial Services Ltd.

November 2025

Privacy Policy: https://www.quilter.com/important-information/privacy-notices/appointed-representative-privacy-notice/ No up-front fees, no-obligation pension review and recommendations by post, email, telephone and video call.

The Treasury has announced Isa reforms in regards to tax on savings in cash, and a new first-time buyer account to repla...
25/06/2026

The Treasury has announced Isa reforms in regards to tax on savings in cash, and a new first-time buyer account to replace the Lifetime Isa. Rachael Griffin, tax and financial planning expert at Quilter, said the proposed first-time buyer Isa “marks a clear step towards creating a savings product that better reflects the realities facing aspiring homeowners, but there are issues still to be ironed out”.

Learn more in this article.

Quilter is not responsible for the accuracy of this article's information.

Treasury also promises a new first-time buyer Isa with no upper age limit, as the ‘age at which a first home is bought is rising’

Looking to stay on top of your finances? 2026 has already been an expensive year for everyone in the UK, with price rise...
19/06/2026

Looking to stay on top of your finances? 2026 has already been an expensive year for everyone in the UK, with price rises virtually across the board. April in particular brought synchronised hikes with Council Tax bills going up alongside other bills like water and broadband. And there will be more shocks to come in July, with major changes to the money landscape. Here is what you need to know. Mirror Money highlights five major changes you need to know about.

Quilter is not responsible for the accuracy of this article's information.

Bills will go up, rules will make shopping tougher, people using a disability scheme face new restrictions

It's not only the wealthy who can be affected by Capital Gains Tax - changes to the way the charge works means more peop...
18/06/2026

It's not only the wealthy who can be affected by Capital Gains Tax - changes to the way the charge works means more people will be faced with a tax bill. Stay informed with this article from The Guardian.
Quilter is not responsible for the accuracy of this article's information.

The rules have changed and more taxpayers are being pulled into the net, not only the wealthy

Are you aware of the upcoming changes in salary sacrifice affecting pension contributions? Chancellor Rachel Reeves used...
11/06/2026

Are you aware of the upcoming changes in salary sacrifice affecting pension contributions? Chancellor Rachel Reeves used her 2025 Autumn Budget to announce a £2,000 cap on the amount workers and their bosses can add into pensions via salary sacrifice before being hit with National Insurance (NI) charges. The changes will come in from April 2029 and while this may be good for the nation’s finances, it could be a blow for people’s own pension savings. Have a read of this important article from Money Week for the details.

Quilter is not responsible for the accuracy of this article's information.

Plans to restrict salary sacrifice on pension contributions will lead to lower levels of saving, according to the government's own estimates.

Not everyone is aware that most workers aged 22 and over, and earning more than £10,000 a year should automatically have...
11/06/2026

Not everyone is aware that most workers aged 22 and over, and earning more than £10,000 a year should automatically have some of their earnings paid into a pension. Learn more in this article.

Quilter is not responsible for the accuracy of this article's information.

One simple check could ensure you are not missing out on free money which could help in later life.

Looking for a smart way to maximize your ISA savings? This trick may be just what you need. A flexible ISA allows savers...
09/06/2026

Looking for a smart way to maximize your ISA savings? This trick may be just what you need. A flexible ISA allows savers to withdraw money and replace it later in the same tax year without it counting towards their annual ISA allowance again. It's a feature that could prove particularly useful as households continue to juggle rising bills, unexpected expenses and the need to keep emergency savings close at hand. Have a read of this article from The Mirror to learn about the benefits of the flexi-ISA.

Quilter is not responsible for the accuracy of this article's information.

Millions of Brits are careful not to exceed their annual ISA allowance – but many don't realise there is a way to get access to their savings

Are you a saver concerned about your ISA? ISAs are facing a major reform, with the annual cash ISA limit for under-65s b...
04/06/2026

Are you a saver concerned about your ISA? ISAs are facing a major reform, with the annual cash ISA limit for under-65s being slashed from £20,000 to £12,000 April 2027. It's been reported that Rachel Reeves is set to introduce a new charge on interest earned from cash held in stocks and shares ISAs. Have a read of this article from the Mirror for the details we know so far.

Quilter is not responsible for the accuracy of this article's information.

ISAs are facing a major reform, with the annual cash ISA limit for under-65s being slashed from £20,000 to £12,000

The Department for Work and Pensions estimates that 760,000 pensioners who qualify for Pension Credit on top of your Sta...
03/06/2026

The Department for Work and Pensions estimates that 760,000 pensioners who qualify for Pension Credit on top of your State Pension are not claiming it. Find out who is eligible in this article.

Quilter is not responsible for the accuracy of this article's information.

Here's how to check if you qualify for the additional support

The normal minimum pension age is due to change on 6th April 2028, going from 55 to 57. This could leave people born in ...
02/06/2026

The normal minimum pension age is due to change on 6th April 2028, going from 55 to 57. This could leave people born in between 1971 and 1973 needing to wait longer than planned to take out part of their pension. Find out more on who exactly is impacted and how in this article.

Quilter is not responsible for the accuracy of this article's information.

The age at which those with a private pension can begin to access their defined contribution pension is to rise from 55 to 57

HMRC have issued a reminder of things those that receive their state pension whilst still working should be aware of in ...
29/05/2026

HMRC have issued a reminder of things those that receive their state pension whilst still working should be aware of in relation to Income Tax and National Insurance. Find out more in this article.

Quilter is not responsible for the accuracy of this article's information.

Retirees can continue working after reaching State Pension age - but there are factors to consider

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