Spread the message there is no shame in claiming pension credit, says new campaign
ThisIsMoney explains how to claim Pension Credit and mentions Ros’ opposition to the means-testing of Winter Fuel Payments. ( link to pdf )
Investment Week reveals winners of Investment Company of the Year Awards 2024
The campaign to end misleading charge disclosures for Investment Trusts was the winner of the ‘Campaign of the Year’ Award for 2024 from the Association of Investment Companies and Investment Week highlighted the award, which Ros was proud to have played a small part in.
State pensioners losing £17,700 in payments delay that’s ‘unacceptably slow
Ros is quoted in the Birmingham Mail talking about unacceptable delays in processing and paying out State Pension underpayments.
DC schemes urged to ditch lifestyling to boost member outcomes
Ros is quoted in Corporate Adviser discussing the problems of using lifestyling as a default option for most pensions – this approach does not fit modern life and created losses. ( link to pdf )
Labour’s reign is the beginning of the end for ‘wealthy’ pensioners
Ros wrote a comment article for the Daily Telegraph questioning whether Labour’s Budget raid on unused pension funds means the beginning of the end of wealthy pensioners.
Ros Altmann: Platforms misleading clients with wrong investment trust information
Ros wrote a column for Money Marketing, calling in the retail investment platforms to stop misleading customers about charges and obey FCA and Treasury guidance. ( link to pdf )
What Chancellor Rachel Reeves’ Budget means for pensioners – Ros Altmann
Ros published a Comment article in the Yorkshire Post explaining the impact of the Budget on pensioners.
Savers warned: Chancellor eyeing new pension raid
ThisIsMoney quotes Ros speculating on potential future raids on people’s pensions. ( link to pdf )
All the ways Rachel Reeves’s Budget will hurt pensioners
Ros wrote a Comment article for inews outlining why the removal of IHT exemption for pensions and other changes will damage pensions and pensioners.
All the winners and losers from Budget – including state pensioners and renters
Ros is quoted in a Birmingham Mail article discussing the winners and losers from this Autumn Budget. ( link to pdf )