UK pensioners miss out on £2.4 billion of cash

Research from Unbiased.co.uk, the professional advice website, has revealed that as much as £2.4 billion* of pension credits will remain unclaimed this year.  Even though pensioners are feeling the impact of the credit crunch on their pension pots, over one in four of them are failing to claim their full pension credits. 

Pension credits are a government entitlement for people aged 60 or over, guaranteeing them an income of at least £130 a week (£198.45 for couples). But with between 19% to 28% of pensioners failing to realise their entitlements, this valuable source of income is being wasted by many retirees.

Karen Barrett, Chief Executive of Unbiased.co.uk comments: “The areas of pensions and taxation can be complex issues, but it is still important for people to claim vital sources of retirement income in the form of tax credits. Either through confusion or apathy millions of pensioners are missing out on what is rightfully theirs, and are paying more tax than they should be.  We are urging people to get their financial planning in order and review their current situation today.  A discussion with a local IFA is a great way to start this process.”

Check out how much you could be savings by being tax efficient with Unbiased.co.uk’s tax waste calculator.

ENDS

* TaxAction 2009 report produced for IFA Promotion by RAKM, based on a specially commissioned analysis of HMRC and a range of other official data sources.

For further information on Unbiased.co.uk, the professional advice website pleases contact:

Karen Barrett, Chief Executive

Anna Schirmer/Jennifer Comerford/ Anna Moulds

Unbiased.co.uk

Lansons Communications

020 7833 3131

020 7294 3682

Sign up to Unbiased.co.uk’s unique Professional Connections service, allowing IFAs, mortgage brokers and solicitors to find and link up with other professional advisers across the UK to expand their current business network.

For expert commentary or case studies from over 200 media-friendly IFAs, journalists should visit www.unbiased.co.uk/bluebook to search the Blue Book Media IFA database.

Top tips for journalists when using Blue Book online:

1. List and store all your IFA contacts in one place.  As well as having access to the whole Media IFA database on the Blue Book, you can also separately list your favourite Media IFAs.  You can add confidential, personalised post-it notes with extra details to Media IFA profiles.  These will be saved and always appear every time you log back into your account.

2. Email broadcast Media IFAs.  The Blue Book allows you to email individual favourite Media IFAs for personal commentary or alternatively email a group of your favourite Media IFAs for a collection of opinions on a topic.  You can use the Blue Book online to conduct a straw poll on a specific topic for instance. 

3. Online coverage generated by Media IFAs.  Each Media IFA profile contains links to their most recent online coverage.  This allows you to see what topic Media IFAs have been commenting on recently, allowing you to make a more informed decision as to which Media IFA you wish to speak to.

4. Each Media IFA has a star rating.  This is calculated by how many journalist’s favourites lists each Media IFA appears on.  The more journalist’s favourites lists they appear on, the higher their star rating.  Look at the ‘top rated’ list to find out which Media IFA has the highest star rating.  

5. Journalist recommendations.  The Blue Book gives helpful suggestions as to which Media IFAs other journalists have on their list of favourites.  Each Media IFA profile has suggestions as to other Media IFAs you may find useful. 

6. Broaden out your contact list of Media IFAs.  Overall, the Blue Book online is designed to help you widen the pool of Media IFAs you can contact for commentary or help with articles you are writing.  Sign up to the Blue Book now in order to take advantage of all these features. 

Notes to Editors

Unbiased.co.uk, the professional advice website

Unbiased.co.uk is the free and confidential UK-wide search service matching consumers with the most appropriate local professional advisers for their needs.  In 2008, Unbiased.co.uk fulfilled over half a million searches for local, professional advice. 

The portal currently houses three professional advice searches: ‘find an IFA’, ‘find a mortgage adviser’, and ‘find a solicitor’, and is inviting accountants to sign up for its ‘find an accountant’ service.  These searches enable consumers to find relevant professional advisers by postcode, area of specialism and payment method, amongst other options. 

IFA Promotion, the organisation behind Unbiased.co.uk, is now in its 20th year, and was set up to promote the benefits of independent financial advice to the consumer. 

Unbiased.co.uk’s product provider sponsors

AEGON Scottish Equitable

Lincoln

Alliance Trust

Lockton

Aviva

Lutine Assurance Services

AXA Life

MetLife

Bright Grey

National Savings & Investments

Canada Life Ltd

Opinium Research

Cardif Pinnacle

Prudential

The Children’s Mutual

Royal London 360°

Clerical Medical Investment

Scottish Life

Friends Provident

Scottish Widows Plc

Invesco Perpetual

Standard Life Assurance Company

J.P. Morgan Asset Management

Zurich Intermediary Group

Legal & General


Registered Office: Unbiased.co.uk is the consumer brand of IFA Promotion Ltd, 90 St. Vincent Street, Glasgow G2 5UB. Registered in Scotland: No. 114606

Press Release Archive

2011 2005
2010 2004
2009 2003
2008 2002
2007 2001
2006 2000