The taxing job of pension planning

clock

Julie Darlington, director of regulation, 2plan Wealth Management, looks at how the complexities of the tax system impact pension planning.

The financial services industry has taken the brunt of an unprecedented amount of significant changes in the past few years: global economic recession and a banking crisis; pensions reform; the RDR and various FSA thematic reviews; and most recently a new political era under the recently formed coalition government. Interestingly, since 1997 we have had 13 different pensions ministers – hardly the ideal foundation for stability in one of the most important posts in government. At the time of writing however, the good news is the industry appears overwhelmingly to have taken to the appoin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Brooks Macdonald becomes BAFTA wealth management partner

Brooks Macdonald becomes BAFTA wealth management partner

Partnership starts in 2026

Jen Frost
clock 08 December 2025 • 1 min read
As Reeves scrabbles for Budget funds, is she missing a Covid furlough trick?

As Reeves scrabbles for Budget funds, is she missing a Covid furlough trick?

Creativity key as chancellor faces tough tax and spending choices

Jen Frost
clock 21 November 2025 • 8 min read
Titan Wealth inks Harlequins partnership

Titan Wealth inks Harlequins partnership

Becomes wealth management and women’s partner

Jen Frost
clock 03 October 2025 • 2 min read