Jonathan Stapleton
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Articles by Jonathan Stapleton
DWP bans flat-fee AE charges on pots worth under £100
The Department for Work and Pensions (DWP) will ban the charging of flat fees on auto-enrolment (AE) pots valued at or below £100 and launch work on how to standardise cost and charges reporting.
Helen Dean awarded CBE in New Year's Honours for services to pension saving
Former pensions minister Eagle named on list too
Pension dashboard delayed until at least 2023
The Pensions Dashboards Programme (PDP) has published its second progress update report – setting out a timeline for the development of the project and revealing the dashboard would not be ready to be offered to consumers until 2023.
IFS questions whether auto-enrolment has been too successful among financially vulnerable
'Financial vulnerability could increase'
Budget 2020: Treasury confirms NI threshold increase
Budget speech confirmation
Budget 2020: Govt to review UK funds regime
The government has launched a review into the UK funds regime in a bid to ensure the ongoing competitiveness and sustainability of the sector.
Pension schemes sign charter to demand climate change action
Asset managers must make changes
Pensions minister launches simpler annual statement
Developed by industry-wide group
RSA report reignites debate over flat-rate tax relief reform
30% flat rate of tax relief proposed
Index-linked gilt issuance to fall amid Treasury inflation exposure fears
Chancellor spoke to MPs today
Labour: The leaked pension manifesto pledges in full
Election pledges revealed
How 'Save More Tomorrow' programmes work
Following Steve Webb's CISI conference speech
Schroders promotes Johanna Kyrklund to global head of multi-asset
Following departure of Nico Marais
Pensions watchdog fines Swindon Town FC £23k for auto-enrolment failings
Currently 16th in League One
Budget 2016: Govt mulls salary sacrifice restrictions
Move revealed in Budget documents
Why the Chancellor should consider dual-system pensions tax relief
Announcement expected in the Budget
Ex-NEST chief exec Tim Jones honoured in New Year list
Tim Jones becomes CBE
Govt introduces tax break on DB to DC transfer advice
The government has introduced an income tax exemption for regulated financial advice provided as part of employer-led transfer exercises from defined benefit (DB) to defined contribution (DC) pension schemes.
Annual allowance shake up: Pension input periods split into 'mini tax years'
The 2015-16 tax year will be split into two mini tax years for the purposes of the annual allowance as part of transitional rules, the government has announced.
'ISA pensions' could reduce the deficit by £10bn a year
A shift from an 'EET' to a ‘TEE' tax system could save the government £10bn a year, academic Michael Johnson has said.
Ros Altmann vows to 'clear up' flat-rate state pension confusion
Pensions minister Ros Altmann has pledged to ‘clear up' confusion over the new state pension.
Frank Field to head Work and Pensions Select Committee
Frank Field has been elected as chairman of the House of Commons Work and Pensions Committee.
Runners and riders: Who will be the next pensions minister?
Who will get the job on 8 May?
Pensions tax relief: Where do we go from here?
How pensions tax relief has been slashed since 2006
Pensions regulator flexes auto-enrolment muscle 23 times
The Pensions Regulator (TPR) used its formal powers to ensure employers comply with their automatic enrolment duties on 23 separate occasions up to the end of June this year.
At-retirement innovation targeted with tax tweaks
HM Treasury is set to change tax rules in a bid to help providers develop new retirement income products that better meet the evolving needs of members.
HMRC gives guidance on transitional arrangements for pension freedoms
HMRC has published guidance on the transitional issues associated with the pension changes that were announced in this year's Budget.
Australia consults on introduction of compulsory annuitisation
Australia is considering whether to force people to convert all or part of their pension benefits into retirement products to help manage longevity.
Ombudsman investigating 84 pension liberation complaints
The Pensions Ombudsman has revealed it is investigating 84 complaints about pension liberation.
Budget 2014: Removal of restrictions on pensions access will net govt £1.2bn a year by 2019
The reduction of the withdrawal tax rate from 55% to an individual's marginal income tax rate will increase tax income by £1.2bn a year by 2019, Budget documents show.
'Advisory gap' prompts launch of workplace pension comparison site
Pension PlayPen has launched a free comparison tool to rate and compare quotes from all the main pension providers.
NAPF mulls annuity service launch
The National Association of Pension Funds is investigating steps it can take to help DC members get a better deal at retirement - hinting at the launch of a broker service.
Govt should up AE contributions to as much as 15% - NAPF
The next government must "brave up" and start raising auto-enrolment (AE) contribution rates towards 12% to 15% to manage expectations of savers, the head of the National Association of Pension Funds has said.
Call to scrap 10% rate on savings income
The Office of Tax Simplification (OTS) has made a range of recommendations in a bid to make tax simpler for Britain's pensioners.
OTS puts forward tax simplification proposals
The Office of Tax Simplification has made a range of recommendations in a bid to make tax simpler for Britain's pensioners.
L&G: swift action needed on 'inappropriate' pension charges
‘Inappropriate' active member discounts (AMDs) could threaten the success of auto-enrolment and must be restricted, Legal & General has warned.
Regulator reveals details of GP Noble investigation
The Pensions Regulator (TPR) has released details of its probe into GP Noble Trustees - vowing to take "swift action" to disrupt fraud in the future.
Seven-tenths of advisers back external solution for AE technology requirements
Some 70% of advisers plan to use an external solution to help meet auto-enrolment technology requirements, Staffcare research reveals.
How FSA consultancy charging rules will affect employers
Consultancy charging rules come into force at the end of this year. Jonathan Stapleton assesses the impact they will have on employers offering group personal pension schemes to their workforce.
HMRC issues AE salary sacrifice guidance
HM Revenue & Customs (HMRC) has issued guidance confirming salary sacrifice pension schemes will be able to meet automatic enrolment requirements.
DWP confirms upper earnings limits for auto-enrolment
The auto-enrolment earnings trigger and the lower and upper limits for the qualifying earnings band have been confirmed by the Department for Work and Pensions (DWP).
Pension reform will force employers to cut benefits
Auto-enrolment will force small employers to reduce benefits and potentially freeze recruitment to meet rising pension costs, trade bodies have warned.
Warning 'pounds and pence' pension charges will hit small pots
Plans to introduce a code of conduct forcing pension fund management fees to be disclosed to savers in a simple "pounds and pence" format may actually end up costing lower-paid members more, industry figures have warned.
Webb announces crackdown on cash incentive offers
The government is set to take action over companies offering cash incentives to leave defined benefit (DB) pension schemes.
Fears grow over gilt market sell-off
The lastest round of quantitative easing (QE) has made gilts more expensive and may drive international bond investors to cash in on the asset class, fund managers warns.
QE sparks short-term gilt yield rise
The latest round of quantitative easing (QE) sparked a surprise rise in gilt yields yesterday, despite fears of long-term falls which could increase pension scheme liabilities.
NAPF calls for crisis meeting with TPR after QE rise
Pension funds are calling for an urgent meeting with The Pensions Regulator to discuss ways of protecting UK schemes from the negative effects of quantitative easing, after the Bank today expanded the programme by £75bn.
More QE a 'Titanic disaster' for pension schemes
The Bank of England's (BoE) second round of quantitative easing (QE) will be a "Titanic disaster" for pension schemes and members, Saga says.