February 2018
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Latest - RETIREMENT PLANNING

  • Case study: Mixed-use property purchase in a SIPP

    18 February 2018

    Keith Gorbutt, technical manager, Dentons Pension Management, walks through a scenario where a SIPP is used to buy the client’s shop premises with a residential flat above.  The ability to buy and hold directly owned commercial property within self-invested personal pensions (SIPPs) has been a popular investment feature for many years.  Many UK high streets...

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  • Hands off our pension freedoms, say consumers

    15 February 2018

    Pension savers do not want the government to curb pension freedoms, according to new research by Aegon.  In response to the Work and Pensions Select Committee hinting at recommendations to restrict the pension freedoms, 72% of people said they believe the freedoms help the transition into retirement. Only one in four said they would...

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  • Pensions Dashboard can deliver significant benefits ‘if we lay firm foundations’, says new Origo MD

    14 February 2018

    Pensions Dashboard is an exciting prospect for UK financial services and FinTech providers like Origo, that are able to deliver the technology to make Dashboard happen and to help develop it further in the years to come. But the industry first has to lay the firm foundations on which to build the service, says...

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  • Pension transfer values down in January as gilt yields rise

    14 February 2018

    Xafinity reports that pension transfer values, as measured by the Xafinity Transfer Value Index fell steadily during January 2018. The index fell from £236,000 at the end of December 2017, to £231,000 at the end of January 2018. The difference between maximum and minimum readings of the Xafinity Transfer Value Index over January 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...

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  • 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...

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  • 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...

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  • Average annual income of pensioners continues to rise, says Prudential

    16 January 2018

    People planning to retire in 2018 are expecting to live on an average annual income of £19,900, according to the latest research by Prudential1. The figure now stands at its highest level since the survey began in 2008 and after five consecutive years of rising incomes. Prudential conducts annual research into the financial plans...

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