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Latest - PENSIONS

  • Could FCA’s pension freedoms review reshape retirement?

    15 July 2018

    Tom Selby, senior analyst, AJ Bell looks at the FCA’s proposals and warns the industry must flag both the practicalities and any potential unintended consequences Former Chancellor George Osborne’s shock pension freedoms announcement in the March 2014 Budget caught everyone on the hop – the Financial Conduct Authority (FCA) included. Along with the pensions...

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  • Technical: SIPP property purchase with gearing

    13 July 2018

    Paul Darvill, director, Talbot and Muir looks at the rules and benefits of purchasing a property through a SIPP, the ability to borrow against the pension and the tax situation. Property purchase within a SIPP continues to be a popular choice with investors. Whether to assist individuals with their business expansion plans, or simply as a...

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  • Post pension freedoms: Key recommendations for the industry

    13 July 2018

    Matt Ward, communications director, AKG Financial Analytics draws from the group’s recent paper dealing with the opportunities and challenges of pension freedoms. AKG’s 2018 pension freedoms paper – Grasping the nettle: Working together to achieve better retirement outcomesis a wide-ranging paper which looks at the impact of pension freedoms on key market participants. It...

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  • Pensions income – the longevity and inflation risk minefields

    11 July 2018

    As Anthony Gillham, fund manager of the Old Mutual Generation Portfolios explains, reaching retirement with a decent pension pot is a battle in itself; but managing that pot so that it lasts throughout a client’s retirement requires an entirely different kind of campaign. Ultimately, the only way to fight the longevity and inflation risks...

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  • Technical – Tangible Moveable Property in SIPPs

    9 July 2018

    Geoff Buck, associate director, DP Pensions, looks at what is Tangible Moveable Property and what it all means for SIPP investors Strictly speaking, any investment into a pension scheme is allowable and HMRC make no secret of that. However, the issue is that some investments carry a tax charge which would be levied against...

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  • Conflicting views on Pensions Dashboard

    9 July 2018

    Currently, there are discrepancies in some areas between Government and industry views of what the Pensions Dashboard should look like and how it should operate.  The Department for Work & Pensions (DWP) recently published its response to the Work and Pensions Select Committee report on the Pension Freedoms. Within the Select Committee’s report were...

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  • Are investment pathways for drawdown the right way forward?

    8 July 2018

    The FCA wants to introduce investment pathways for consumers entering drawdown as part of its drive to ensure consumers are receiving value for money.  In its Retirement Outcomes Review, the Financial Conduct Authority (FCA) reported that one in three consumers in drawdown were unsure of where their money was invested. Meanwhile, a third of...

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  • Key points from the FCA Retirement Outcomes Review

    5 July 2018

    Jessica List, pension technical manager, Curtis Banks Group, provides the group’s thoughts on the Retirement Outcomes Review and the potential impact on savers and investors. Almost a year after the interim report of 2017, the FCA’s long-awaited Retirement Outcomes Review final report was published on 28 June 2018, along with new consultation paper CP18/17....

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