September 2017


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  • Too little, too late – is UK pensions saving facing a climate change scenario?

    27 July 2017

    In his regular column for Professional Paraplanner, Mike Morrison, head of Platform Technical, AJ Bell, looks at the latest facts and figures and the current and future implications of our savings rate and returns on investment. A few weeks ago we had a Report from the OECD on pensions in the UK (‘Pension Funds...

  • Switching multi-member SIPPs

    19 July 2017

    Nigel Bennett, sales and marketing director at InvestAcc, talks about the increasing number of established professional firms who are reviewing their pension arrangements, switching to new SIPPs and transferring commercial property from legacy plans. Recently, there has been a pronounced spike in enquiries for multi-member SIPP arrangements, where a review of their existing scheme...

  • What if your client has bust the MPAA since April?

    14 July 2017

    When elements of the Finance Bill were left out in order to get it through Parliament post the snap General election, one of the proposed changes left without a firm resolution was the reduction in the Money Purchase Annual Allowance (MPAA) from £10,000 to £4,000. This was intended to be effective from 6 April...

  • Clients on average £40,000 better off than unadvised peers

    13 July 2017

    New research from the International Longevity Centre – UK (ILC-UK), supported by Royal London, has found that those who received financial advice in the 2001-2007 period had accumulated significantly more liquid financial assets and pension wealth than their unadvised equivalent peers by 2012-14. This applies to both affluent investors and those ‘just getting by’...

  • MPAA change to £4,000 effective from April 2017

    13 July 2017

    Government ministers have confirmed that the Finance Bill will be introduced as soon as possible after the summer recess. This will legislate for all policies that were included in the pre-election Finance Bill. The government has also re-confirmed that all policies originally announced to start from April 2017 will be effective from that date....

  • AJ Bell calls on FCA to build new framework for point of sale information

    11 July 2017

    Information given to clients is complex, confusing and not fit for purpose, says the platform AJ Bell has written to Christopher Woolard, director of strategy and competition at the FCA, calling for the regulator to address what it describes as “the increasingly complex point of sale disclosure regime which is no longer fit for...

  • Retirement planning – property over pensions?

    5 July 2017

    Jamie Evans, business development manager, Seven Investment Management looks to broaden the debate about clients’ pension choices The latest research published on 27 June by the Office for National Statistics (ONS) in their updated Wealth and Assets Survey underscores a trend that’s been in place for a number years. This is that property is still...

  • Technical: Income and the Annual Allowance taper

    3 July 2017

    Net income, Threshold income, Adjusted income – What’s the difference? It’s all in the definition, says Fiona Tait, technical director, Intelligent Pensions We always knew the Annual Allowance (AA) taper would be complicated. The taper itself is simple enough – “the annual allowance is reduced by £1 for every £2 of income above £150,000,...