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Retirement

Wrap/platforms

FundsNetwork scraps additional charges on pension

Fidelity FundsNetwork has scrapped the additional charges on its pension offering, leaving a standard 0.25% platform fee and a £45 investor fee.

clock 10 February 2014 •

Regulation

FCA finds no major transition management flaws despite £23m State Street fine

The transition management industry does not warrant large-scale Financial Conduct Authority (FCA) intervention despite State Street being fined almost £23m for overcharging clients.

clock 10 February 2014 •

Income

Labour vows to cap pension charges and force annuity broker use

Labour has vowed to push through a pension charge cap and make using an annuity broker mandatory should it win the next general election.

clock 09 February 2014 •

Long Term Care

LTC initiatives to benefit mainly HNW consumers, Zurich

New initiatives around funding long-term care will likely benefit only high-net worth consumers, while less wealthy people will still end up selling their homes to fund care, Zurich has suggested.

clock 07 February 2014 •

Pensions

Are SIPPs the Belle of the ball or ISAs' ugly sister?

What SIPPs can learn from ISAs

clock 07 February 2014 •

Investment

Pensions regulator launches DC quality standard tool

The Pensions Regulator (TPR) has launched a defined contribution (DC) standard governance statement to help schemes demonstrate quality.

clock 06 February 2014 •

Income

Quarter of this year's retirees not ready to stop working - Prudential

A quarter of the people scheduled to retire this year are not ready to stop working, while one in eight have already delayed their retirement, research suggests.

clock 06 February 2014 •

Pensions

Liberty SIPP partners with Barclays Stockbrokers to speed up transactions

Liberty SIPP has partnered with Barclays Stockbrokers to create a faster administration process between the two companies.

clock 06 February 2014 •

Tax Planning

Technical special: Building a simpler world for discretionary trusts

Skandia's Gordon Andrews examines HMRC’s move to simplify discretionary trust tax

clock 06 February 2014 • 4 min read

Tax Planning

Refresher course: A handy guide to QNUPS and QROPS

Everything you need to know about transferring pensions abraod

clock 06 February 2014 •
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