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Scam awareness month: What you need to know to spot a pension scam

Have you ever been targeted by a scam? Fraudsters are becoming more sophisticated, and their scams can be hard to spot. This Scam Awareness Month, learning how to protect your pension could safeguard your retirement…

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Inheritances left behind are growing – could you be affected by Inheritance Tax?

Inheritances are growing and becoming more important to household wealth, research finds. As the Inheritance Tax (IHT) thresholds are now frozen for five years, it’s essential those planning to leave money and other assets behind…

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Over 55s planning once in a lifetime experiences, but could finances hold back aspirations?

While the mantra might be “life begins at 40”, over 55s are planning to live their life to the fullest as Covid-19 restrictions lift. Retirement might be associated with taking it easy and putting your…

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How to check if you’re owed anything from the State Pension

You may have seen the recent news that thousands of people have been underpaid by the State Pension. If it’s affected you, it could mean you’ll receive a lump sum and higher State Pension payments…

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Why adding your savings to your pension could mean your money goes further

Seven in ten (72%) UK adults have saved money due to the pandemic, but just a fraction plan to add these savings to their pension, according to an LV= survey. While considering short- and medium-term…

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Equity release: As property values soar, could your home help fund your later life?

Across the UK, private property is worth more than £6 trillion, according to an Equity Release Council (ERC) report. Property prices have soared in the last decade, but homes often don’t play a role in…

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EX11 1AF

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© Otter Financial Services Ltd 2026. Otter Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA reference number 593699. Registered in England and Wales as a Limited Company No. 3576260. Registered Address: 62 Mill Street, Ottery St Mary, Devon, EX11 1AF.

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