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Pensions

Protection

Three things clients may call you about this week

...clients will call you about this week

clock 02 March 2015 •

Pensions

DWP and FCA accelerate project to brighten 'dark corners' of pension charging

The Financial Conduct Authority (FCA) and Department for Work and Pensions (DWP) have issued a call for evidence on which costs should be included in annual charge disclosures on workplace pension schemes, as part of a project to allay savers' fears about...

clock 02 March 2015 •

Tax Planning

Labour pledges to cut lifetime and annual allowances

Labour will cap the pensions lifetime allowance at £1m and restrict the annual allowance to £30,000 to help fund a £2.7m reduction in tuition fees if elected, it has announced.

clock 27 February 2015 •

Adviser tips

Second-hand SIPPs: How to switch provider

Second-hand SIPPs: How to switch provider

clock 25 February 2015 •

Regulation

Half of adviser businesses boosted by pension reforms, research

Half of adviser businesses have already seen their bottom lines boosted by the pensions freedom announced last March, according to research.

clock 24 February 2015 •

Regulation

Just Retirement DB sales offset individual annuities decline

Just Retirement has reported annuity sales almost in line with its pre-Budget numbers, thanks in part to strong defined benefit (DB) sales in the second half of last year.

clock 24 February 2015 •

Income

Most over-55s undecided on retirement route - poll

More than three quarters of people nearing retirement do not yet know which route they will take to fund later life, according to research.

clock 23 February 2015 •

Income

Probability and the 4% rule: How to ensure your clients retire 'safely'

Probability and the 4% rule: How to ensure your clients retire 'safely'

clock 18 February 2015 •

Pensions

TPR fines 169 firms over auto-enrolment failures

More than 160 employers were issued fixed penalties of £400 last year after The Pensions Regulator (TPR) ramped up the use of its powers for auto-enrolment failures.

clock 28 January 2015 •

Regulation

'Three-fold rise' in attempted pension liberation scams post-Budget

Pension scheme members are three times more likely to be approached about accessing their pots since the Budget freedoms were announced, according to research.

clock 27 January 2015 •
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