Helen Morrissey
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Articles by Helen Morrissey
HMRC launches consultation into salary sacrifice reform
Workplace schemes left out
Labour leadership challenger pledges pension tax relief reform
Owen Smith eyes return to tax relief reform
Ros Altmann vows to tackle low earners' pension contribution 'injustice'
Pensions minister speaking in London last night
Govt looks to introduce £500 pension advice allowance
Could use DC pension cash to fund advice
MPs launch auto-enrolment inquiry
Effects on small firms scrutinised
Life expectancy continues to rise, finds ONS
Life expectancy continues to improve according to data released by the Office for National Statistics.
Ros Altmann interview: We can't keep 'throwing' reforms at savers
The pensions minister discusses auto-enrolment, defined ambition, pot follows member, and other policies...
Ros Altmann: Govt will return to pension risk sharing
A question of timing
NAPF rebrands as Pensions and Lifetime Savings Association
Move reflects shrinking role of pensions in retirement income plans
Tax relief change could end in 'pension implosion'
Smith addressed the NAPF Conference 2015
Guaranteed retirement income must be 'default option for DC savers'
The government should ensure a decent guaranteed income is the default option for defined contribution (DC) retirees, according to the Strategic Society Centre.
Mass market drawdown demand could be met by 'collective solution' - LGIM
Income drawdown may need to be delivered collectively to account for mass market demand, according to Legal & General Investment Management (LGIM).
Pension tax relief changes could lead to 'dark place', warns Steve Webb
Further changes to pensions tax relief could lead the industry "into a very dark place", according to ex-pensions minister Steve Webb.
Five years at the top: Has Steve Webb been a success?
PP gauges industry opinion on Webb's five years as pensions minister
Budget 2015: Pension Wise gets £20m funding boost
An additional £19.5m will be provided in 2015-2016 to support pensions freedoms and the Pension Wise service as part of today's Budget announcements.
Asset managers should be subject to retirement income regulation - McAteer
Asset managers should be subject to similar regulation to annuity providers if they are to get involved in the retirement income market, argues the Financial Inclusion Centre.
NEST chief executive Tim Jones to stand down
NEST is to recruit a new chief executive officer following current CEO Tim Jones' decision to leave.
Providers 'interested' in Webb's annuity unwinding plan
Providers have shown interest in plans to allow people to unwind their annuities, according to pensions minister Steve Webb.
Webb floats idea of bulk transfers to cost efficient pensions
Pensions minister Steve Webb has floated plans to allow providers to bulk transfer members from legacy schemes to more cost efficient models.
Pension Wise undergoing pre-launch tests to brace for 'demand surges'
The new Pension Wise service is being tested ahead of launch to ensure it meets any potential demand surges, according to pensions minister Steve Webb.
Schroders launches flexible pre-retirement fund
Schroders has launched a fund to help defined contribution (DC) members coming up to retirement take advantage of incoming Budget flexibilities.
Retirement Planner launches retirement breakfast briefing series
Retirement Planner has launched of a series of breakfast briefings aimed at advisers operating in the retirement planning space.
PA Debate: Who triumphed in the drawdown vs UFPLS debate?
The victor in the latest PA Debate examining whether clients would choose income drawdown over uncrystallised funds pension lump sum (UFPLS) next April has been decided.
PA Online debate results on knife edge at end of day one
The first day of the PA Online debate has been a close run affair with users split on whether their clients will choose income drawdown or uncrystallised funds pension lump sum (UFPLS).
FCA Annuity Thematic Review identifies failings in customer communications
Annuity providers need to make significant improvements to the quality of their written and telephone communications if customer outcomes are to be improved, according to the Financial Conduct Authority's (FCA) Thematic Review.
PA Debate starts Monday: Will your clients choose UFPLS or income drawdown?
Will your clients choose uncrystallised funds pension lump sum (UFPLS) or income drawdown from April 2015?
2015 will bring challenge and opportunity
This year has been a massive game changer in retirement planning. George Osborne's Budget unlocked a whole raft of flexibility that will affect how people view their retirement savings.
Do we need a lifeboat fund for non-standard SIPP assets?
SIPP providers are struggling to find buyers due to large proportions of non-standard assets in their portfolio. Helen Morrissey asks what can be done about this issue.
RP Poll: Do we need more change to annuity death tax?
In this week's RP quick-fire poll we ask: Are annuity death tax changes a job half done?
Is online the best way to deliver advice to the mass market?
Servicing the mass market effectively is a tricky issue for financial advisers. However, Chapters Financial director Keith Churchouse talks to Helen Morrissey about the launch of a new website that could have a huge impact on how the mass market receives...
Are annuity death tax changes a job 'half done'?
Are the annuity death tax changes unveiled at Autumn Statement 2014 a job 'half done'?
AS14: Annuity death tax abolished
The 55% tax charge levied on beneficiaries of individuals who die under the age of 75 with a joint life or guaranteed term annuity has been abolished in the Autumn Statement.
Number of women saving adequately for retirement at four-year high
The number of women saving adequately for retirement has reached a four year high, according to Scottish Widows Women and Retirement report.
Advisory community to benefit from DB-DC transfers by £3.39m a year
Financial advisers are expected to benefit from the new regime which allows transfers between defined benefit (DB) and defined contribution (DC) schemes to the tune of £3.39m per year.
Number of women saving adequately for retirement at four year high
The number of women saving adequately for retirement has reached a four year high according to Scottish Widows Women and Retirement report.
Equity release: From one-hit wonder to market superstar?
Equity release is growing strongly and Bower Retirement Services is looking to recruit more advisers. Helen Morrissey talks to new chairperson Andrea Rozario about her new role and the outlook for equity release.
A race against time: Dealing with retirement change
Do advisers think the industry will be ready in time to deal with incoming Budget flexibilities? Helen Morrissey finds out in the latest Retirement Planner Inquiry.
Short service refunds banned from October 2015
Short service refunds are to be banned from April 2015, the government has confirmed.
Unfinished business - Webb's vision for pension reform
With just months to go before the general election pensions minister Steve Webb shows no sign of slowing down. Helen Morrissey spoke to him about his plans for the future.
Webb has annuities in his sights
The outcome of the next general election looks way too close to call and speculation is mounting about how long Steve Webb will remain as pensions minister.
Steve Webb's vision for pension reform
Steve Webb’s vision for pension reform
Webb puts annuity reform on top of post-election wish list
Pensions minister Steve Webb has put annuity reform at the top of his wish list should he remain in post after the election.
Inquiry: Auto-enrolment - The impact on advice
In this month's Retirement Planner Inquiry Helen Morrissey looks at auto-enrolment and whether it will push people towards financial advice.
Prudential launches retirement modelling tool
Prudential has launched an online modelling tool aimed at giving customers more clarity on their retirement planning.
RP readers get 20% discount on Henry Stewart retirement conference
Retirement Planner readers will get a 20% discount on the Henry Stewart SIPPs and Retirement Options conference.
RP: Start-up businesses are worth a closer look
Advising start-up businesses might not seem to be top of many advisers' to-do lists as many aspiring entrepreneurs are low on cash and may feel they are unable to pay advisory fees. However, they are a group deserving of a closer look.
Advising entrepreneurs
Helen Morrissey talks to Addidi Wealth Management's Anna Sofat about her work with entrepreneurs
Inquiry: What support do advisers need?
The retirement market is changing and financial advisers and their clients need more information about the different options. Helen Morrissey goes through the latest findings into where support is needed and how it should be delivered.