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 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

Could interest rates go back up again after the Bank of England has held interest rates at 3.75% three times in a row? T...
28/05/2026

Could interest rates go back up again after the Bank of England has held interest rates at 3.75% three times in a row? This article takes a closer look.

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

The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.

Wondering how the new rules on inheritance tax for pensions will work in practice? HMRC has provided new details on how ...
27/05/2026

Wondering how the new rules on inheritance tax for pensions will work in practice? HMRC has provided new details on how inheritance tax will apply to pensions from next year. Inheritance tax is charged where the estate of someone who has died exceeds the available tax-free allowances. Previously exempt, any unspent pension pots will count towards the value of an estate from April 2027. Have a read of this important article from Which? to get all the details and insights that we know so far.

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

HMRC will continue to publish updates on how inheritance tax will apply to pensions ahead of the new rules taking effect in April 2027.

Are you clear on how your state pension works? Research shows there’s still confusion around eligibility and payments, w...
21/05/2026

Are you clear on how your state pension works? Research shows there’s still confusion around eligibility and payments, which could impact how much you receive in retirement. For more information, read this article from Mirror.

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

You may want to reassess your retirement plans

Due to inheritance tax rules changing when it comes to pensions next year a warning about an increase in scams has been ...
20/05/2026

Due to inheritance tax rules changing when it comes to pensions next year a warning about an increase in scams has been made. Find out four things to look out for in this article.

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

There are concerns that confusion about the new rules may leave savers vulnerable

Planning your estate? The average inheritance tax bill is expected to increase by £34,000 next April. The HMRC charge is...
19/05/2026

Planning your estate? The average inheritance tax bill is expected to increase by £34,000 next April. The HMRC charge is 40% on your estate's value, but giving away some of this value in specific ways before your death could exempt it from the charge. Have a read of this informative article from The Daily Star for ways to reduce your inheritance tax bill and stay informed about the latest inheritance tax updates that could impact your financial future.

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

The average inheritance tax bill can run to tens of thousands

Could the timing of your interest payments cost you money? Not all fixed savings accounts work the same way. Some only p...
15/05/2026

Could the timing of your interest payments cost you money? Not all fixed savings accounts work the same way. Some only pay interest at the end of the term and that could mean missing out on extra earnings or hitting your savings allowance sooner. Understanding the timing of interest payments can make a big difference in managing your finances. For more information, read this article from Which?

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

How often your fixed bond pays interest can affect your returns

Do you really get £1 million inheritance tax-free? It’s a figure many people rely on but it doesn’t apply to everyone. S...
14/05/2026

Do you really get £1 million inheritance tax-free? It’s a figure many people rely on but it doesn’t apply to everyone. Strict rules mean some couples could get far less than they expect. For more information, read this article from MoneyWeek.

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

The maximum amount a couple can pass on free of inheritance tax is £1 million in assets – but the reality is often very different. We look at why the £1 million inheritance tax-free allowance might be less than you think.

New research shows that the gender pension gap begins at age 28, as many women take career breaks around this age and ch...
13/05/2026

New research shows that the gender pension gap begins at age 28, as many women take career breaks around this age and choose not to boost their pension contributions. Read more in this article from Financial Planning Today.
Quilter is not responsible for the accuracy of this article's information.

The gender pension gap starts at age 28 as many women actively choose not to boost pension contributions because of competing priorities.

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Telford
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