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Claire Trott

Pensions

Dear George: Why the annual allowance taper should be scrapped

Advisers are unhappy about the taper plans

clock 24 November 2015 •

Pensions

Providers pushing pensions freedom advice demands 'too far'

Providers pushing pensions freedom advice demands 'too far'

clock 21 September 2015 •

Pensions

Pension exit fee consultation excludes common 'high charge trigger'

The government's consultation on pension exit fees will not cover market value reductions (MVA) and other investment deductions that are common triggers of perceived high charges.

clock 30 July 2015 •

Pensions

Govt outlines three options to cap 'excessive' pension exit fees

The government has outlined three options to cap ‘excessive' pension scheme early exit fees.

clock 30 July 2015 •

Pensions

Talbot and Muir offers advisers free SSAS reviews

Advisers with small self-administered schemes (SSAS) on their books are being offered a free review by specialist provider Talbot and Muir.

clock 27 July 2015 •

Pensions

On the market: Self-invested pensions and property investment

Self-invested pensions and property investment

clock 23 July 2015 •

Regulation

Govt closes Summer Budget annual allowance 'loophole'

The government has introduced anti-avoidance measures to stop people using salary sacrifice to ‘lower' their salary to get around the lower annual allowance for high earners.

clock 16 July 2015 •

Regulation

Pension transfer rules: Everything advisers need to know

PA's handy guide to pension transfer rules

clock 15 June 2015 •

Regulation

Regulator consults on widening SIPP 'standard assets' list

The Financial Conduct Authority (FCA) is consulting on widening the definition of 'standard assets' for providers of self-invested personal pensions (SIPP) to cut the cost of incoming capital adequacy requirements.

clock 08 June 2015 •

Regulation

FCA confirms tougher pension transfer rules; Increases cost estimate

The Financial Conduct Authority (FCA) has confirmed its final rules on pension transfer advice following the freedom and choice reforms.

clock 08 June 2015 •
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