Jason Marsh

Lost pension pots contain an average of around £9,500*. Speak to me if you think you need help tracking down part of your pension.

You can get in touch via my adviser profile: https://www.quilter.com/jason-marsh

*How to find old pensions - Which?

Approver Quilter Financial Services Limited. June 2026.

If you want a comfortable retirement, it's vital that you make the most of investing into your pension. But while you may be doing that with the work pension you are currently paying into, what about the older pots that you have from previous employers? Have a watch of this episode of the Investing Show which explains how to sort out your old work pensions, how to trace them, work out what’s in them and decide if they could be invested better.

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

How to track down your old work pensions and make them work harder Maike Currie joins Simon Lambert to explain how to sort out your old work pensions and decide whether to change your investments or move the pot.

The Department for Work and Pensions has laid out its workplace pensions roadmap for the next three years. Find out what is on the horizon for retirement savings in this article from MoneyWeek.

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

How pension reforms could help you boost your pot by thousands A series of changes in the workplace pension landscape could improve visibility, control and potential returns for savers

Could your retirement income be more taxable than you think? New figures show that more than 10 million people over 65 are expected to pay income tax, highlighting the importance of understanding your financial position in retirement. Knowing what counts as taxable income can help you plan with confidence. For more information, read this article from MoneyWeek.

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

Over 65s paying tax surpasses 10 million for the first time Why thousands more pensioners face higher tax bills as pension income rises. Could you be one of them?

If you’ve been thinking about what happens to your money and property when you’re gone, you’re not alone. A simple conversation could help you understand your options.

Get in touch to see how we can help. https://www.quilter.com/jason-marsh

Want to understand the rules around gifting better, and when it might be impacted by inheritance tax? This article could be a good start for an overview into the topic.
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Quilter is not responsible for the accuracy of this article's information.

Gifting can cut inheritance tax bills - but here's why families are worried More parents are helping their adult children stabilise their financial futures

Have you ever wondered how much your family would actually receive from your estate? Small steps today could make a big difference.

Send a message and we can explain how we can help. https://www.quilter.com/jason-marsh

Thinking about your pension options? Thousands of retirees who rushed to withdraw tax-free cash from their pensions ahead of last year’s Budget now regret doing so, according to wealth managers, including Quilter. There were concerns prior to Reeves’ Budget that the 25% tax-free lump sum could be reduced or capped. Many providers saw a surge in people taking out their cash, although, no changes were announced. In this article from i News, Jon Greer, head of retirement policy at Quilter shares his comments. Learn from others' experiences and avoid potential regrets by understanding the implications of withdrawing tax-free pension cash. Check out this informative read.

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

Most retirees who withdrew tax-free pension cash regret it - what you can do now Prior to the Budget, a number of people took money from their retirement pot, worried about what could happen if the rules changed. But now they regret it