The Long Game: Talking Pensions

ตอน

• 
  Pensions and Inheritance Tax: what changes in April 2027 17.07.2026 21นาที

  Major changes to UK inheritance tax on pensions are on the horizon. In this episode of The Long Game: Talking Pensions, Rachel Meadows and Steve Berridge explain what the new rules mean for advisers and their clients, dispel common misconceptions, and explore practical planning opportunities for both UK and international investors. Discover why pensions remain a valuable retirement planning tool and how advisers can help clients prepare with confidence.
• 
  IFGL’s next chapter and the launch of pensions dashboards 08.05.2026 16นาที

  In this episode of The Long Game, Rachel Meadows is joined by IFGL Group CEO Rob Allen to discuss his first year leading the business and the direction of the wider IFGL Group. They explore the Group’s evolving purpose, the importance of putting customers and advisers at the centre of the business and how IFGL is working to improve communication, transparency and customer outcomes through better service and digital tools.The conversation also focuses on the upcoming launch of pensions dashboards and what they could mean for advisers and internationally mobile clients. Rachel and Rob discuss the opportunities dashboards could create around pension consolidation, retirement planning and reconnecting customers with lost pension pots, as well as the practical steps advisers can take ahead of launch later this year.
• 
  Navigating upcoming pension changes 13.02.2026 19นาที

  In this episode of The Long Game, Rachel and Steve discuss significant upcoming changes in pensions, particularly focusing on inheritance tax implications and the increase in the normal minimum pension age. They explore how these changes will affect financial advisors and their clients, emphasising the need for awareness and proactive planning. The conversation highlights the challenges in lobbying for changes and the importance of education in navigating the evolving pension landscape.
• 
  The changing roles of QROPS and SIPPs 16.12.2025 27นาที

  In this episode of The Long Game, Rachel and Steve are joined by David White from QB Partners to discuss how the roles of SIPPs and QROPS are shifting in international pensions. They explore forthcoming tax changes and cross-border planning opportunities, highlighting what advisers need to understand in a rapidly changing landscape. A conversation that brings welcome clarity to a complex area.
• 
  Bridging the gap: Client expectations vs reality in retirement 08.08.2025 20นาที

  The latest Global Advice Study reveals a growing gap between retirement expectations and reality. Are your clients heading for a shortfall? In this episode, we’re joined by Nigel Danzelman, Head of Marketing Services & Communications at IFGL, to unpack what the findings mean for financial advisers — and the conversations that really matter.