EPFO Scams By Third-Party Agents: How To Avoid Them

EPFO Scams By Third-Party Agents: How To Avoid Them

The Employees' Provident Fund (EPF) is among the most important retirement savings schemes in India. Through this scheme, both the employer and the employee make equal contributions to build a retirement corpus. The scheme, managed by the Employees’ Provident Fund Organisation (EPFO), has been designed to provide a secure retirement savings instrument to the salaried employees in the private sector.As a PF account holder, there are several servi…

Claire Trott, St. James’s Place, warns pension savers of scam risks ahead of pensions coming into IHT in 2027 - IFA Magazine

Claire Trott, Head of Advice at St. James’s Place says: “With unused pension savings due to be brought inside the inheritance tax (IHT) net from April 2027, and the legislation and communication around how this will work remaining vague, savers may feel unsettled and unsure about whether to continue putting money into their pension. Some people may even be tempted to withdraw large sums from their pension out of fear their families will be hit w…

Inheritance tax scam warning – how to protect your pension pots ahead of 2027 rule change

Pensions are expected to be included in estates for inheritance tax purposes from 2027 - but experts warn that savers should be wary of too-good-to-be-true avoidance schemes