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What to do (and expect) if you have a pension complaint

If your pension scheme lets you down, there are options – but don’t expect them to be quick

‘I’m delaying retirement – how should I invest my £190,000?’

Portfolio Clinic: This reader has decided to keep working. Should he still buy an annuity or invest for growth?

How much do you need to retire this year?

The ‘retirement living standard’ is a useful starting point to build your pension plan

‘Can my £400,000 portfolio beat rising care costs?’

Portfolio Clinic: A reader wants to use a lump sum to invest and cover ever-increasing care home fees. Dave Baxter takes a look

Pension ‘megafunds’ to be forced to invest in UK assets

Sweeping reforms announced as the government homes in on using savings to bolster the economy

How to plan your estate if you don’t have children

Rising rates of childlessness call for a new approach to will writing and inheritance tax planning

‘Can our £2.5mn portfolio provide £60,000 a year?’

Portfolio Clinic: Our reader wants to retire early, but will his property and pension investments meet his needs? Holly McKechnie investigates

When deferring the state pension makes sense

Consider your life expectancy and tax position before making a decision

How to retire part-time

Only working half the week is a great way to ease yourself into retirement. But make sure you do it in a tax-efficient manner

How to invest so you can travel the world

We look at financial planning tips and ways to build an income portfolio that requires little maintenance