March 2018


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  • Regulatory changes to annuity quote requirements

    13 February 2018

    ATEB Consulting director Steve Bailey looks at recent changes required by the FCA when providing annuity quotes to clients – effective from 1 March 2018. The FCA has been carrying out a series of reviews and enhancements to the annuity market that started in 2014 with the thematic review of annuities. The review work...

  •  ‘Two tax year’ contribution opportunity window is closing

    11 February 2018

    Jeff Steedman, head of SIPP/SSAS Business Development at Xafinity, looks at ways to improve the pension provision and reduce future tax liabilities of the company directors in the run up to the end of the tax year. It amazes me just how many clients in 2018 “have no pension provision at all” and yet...

  • Denton’s acquisition of SIPPchoice ‘proves commitment to market’, SIPP/SSAS provider says

    11 February 2018

    Specialist pensions provider Dentons Pension Management has taken over London-based SIPP provider Sippchoice for an undisclosed amount, boosting its assets under administration to over £4bn. The acquisition will add around 1,400 SIPPs to Denton’s existing book of business, bringing the total to over 6,000 SIPPs, along with 800 SSAS clients. Ian Stewart, joint managing...

  • Pensions communication needs a shake-up, says Punter Southall Aspire CEO

    9 February 2018

    Company advocates five-step model – the psychological processes that people need to go through before they make a big change – as means to effect behavioural change and improve engagement. Steve Butler CEO of workplace pensions and savings company Punter Southall Aspire, says that pensions engagement is a major issue for UK companies currently...

  • Pensioner debt on the rise, Prudential research reveals

    5 February 2018

    The amount of debt pensioners are burdened with is on the rise, with nearly one in five expecting to stop work this year owing £33,900, according to new research by Prudential.  Prudential’s annual research, the Class of 2018, found that this year’s retirees have debts nearly 40% higher than those who expected to retire last...

  • The truth about DB pension protection

    1 February 2018

    DB pension protection is better than the scaremongers would have us believe, says Fiona Tait, technical director, Intelligent Pensions. In financial services we are used to referring to defined benefit (DB) schemes as “gold-plated” and “guaranteed”, so how did we get to a place where so many members of DB schemes are worrying that they...

  • ‘Real action’ needed to strengthen pension schemes’ position

    31 January 2018

    In the aftermath of the Carillion collapse, pensions consultancy Xafinity Punter Southall has warned that a move to force companies to insure pension pots would cost over £700bn and instead, what is needed is ‘real action’ by government. Following comments by Prime Minister Theresa May that the position of pensions must be strengthened, Xafinity...

  • Why female clients’ pensions saving needs more attention

    30 January 2018

    Women are significantly lagging behind men in the pension stakes, which will result in them being considerably worse off in retirement, new research by Aegon has found. A combination of the gender pay gap and time spent out of the workplace to raise children and act as caregivers means women build up considerably smaller...