November 2017
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Latest - PENSIONS

  • Dream retirement number is 57

    10 October 2017

    The nation remains excited for their retirement years, despite uncertainty about the state pension, according to the latest research by Portafina. The study, which polled 2,000 people, found that over half of working Brits are eagerly anticipating their retirement, with 27% planning to use the time to fulfill a lifelong dream. While 26% of...

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  • Are clients playing with their financial future?

    7 October 2017

    Nearly two million older workers are juggling supporting family with planning for their own financial future, according to Aviva’s latest Real Retirement Report. The report found that nearly two in five workers over the age of 50 with dependents said they will retire later than they expected as a result of their children being...

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  • AJ Bell urges Chancellor not to ‘wreck’ UK savings culture

    4 October 2017

    Pension provider AJ Bell has called for an independent commission on pensions tax to be formed, which could propose reforms based on the interests of savers. Amid fears that Chancellor Philip Hammond will “take the axe to pension tax relief” in his first post-election budget, senior analyst Tom Selby warned that the embryonic savings...

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  • Pensions Dashboards must not be shelved

    3 October 2017

    Aegon has called for the UK government to prioritise pension dashboards, amid fears the initiative will be shelved.  As the Work and Pensions Select Committee launch an investigation into pension freedoms, which also examines the role of pension dashboards, Aegon is concerned that the warning signs are beginning to emerge that pension dashboards will...

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  • Deferring the State Pension – is it still a good deal?

    1 October 2017

    Clients can defer taking the State Pension and receive a higher initial pension income but given changes in the exchange rate, is it still beneficial to do so? Fiona Tait, technical director, Intelligent Pensions examines the details It has been well documented that the State Pension age (SPa) is going up, and that this has been very unfortunate for...

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  • Expect cuts to pensions tax relief warns Royal London’s Webb

    27 September 2017

    Lifetime and Annual allowances are likely targets as Government struggles with lack of political majority and to find sources of revenue, says ex Pensions Minister Sir Steve Webb, Royal London’s director of Policy and External Communications, told the CISI conference that anyone hoping Brexit negotiations would keep the Government from making further changes to the...

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  • FCA approves CISI level 6 Pensions Transfers certificate

    26 September 2017

    The Financial Conduct Authority has formally approved a new pension transfers qualification by the Chartered Institute for Securities and Investment (CISI), amid growing demand for advice in this area. The Level 6 Certificate in Pension Transfers and Planning Advice, aimed at financial planners and wealth managers looking to specialise in this area, is already...

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  • FCA DB pension transfer advice proposals should go a step further

    25 September 2017

    Aegon has welcomed the FCA’s proposals on Defined Benefit pension transfer advice, saying the new approach will give the regulatory go-ahead for a truly balanced assessment, but has called for it to go a step further and introduce a “pre-advice breakpoint.” Aegon says a pre-advice breakpoint should be introduced if it becomes clear early...

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