November 2017


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  • Tax breaks for young at expense of pension tax relief would be ‘nightmare’

    19 October 2017

    Pension experts have criticised reports that Chancellor Philip Hammond will offer tax breaks for younger workers paid for by cutting pension tax relief, hailing the idea a practical and political “nightmare.” The Chancellor of the Exchequer is believed to be exploring ways in which he can promote “intergenerational fairness” in next month’s Budget in...

  • Is this a coherent pensions strategy?

    18 October 2017

    Mike Morrison, head of Platform Technical, AJ Bell, says he’s pleased the pensions freedoms are being kept under review but… Whilst I was travelling around the country talking about defined benefit transfer values (DB TVs), it was announced that the Work & Pensions Committee, under the Chairmanship of Frank Field, was to launch a...

  • Collapse of Monarch airlines is warning to pensions savers

    17 October 2017

    The collapse of Monarch airlines has left yet another pension fund in question, and should serve as a warning to those on the cusp of retirement, says the CEO of deVere Group. Nigel Green, founder and CEO of deVere Group, says the high profile collapse of the airline, together with accusations of asset-stripping, should...

  • Industry must evolve to meet the requirements of female clients

    17 October 2017

    The financial industry must do more to meet women’s advice needs, with a new report revealing they are put off by the “aggressively masculine” world of financial services. The report, published by research firm Kantar, highlighted the differences between male and female perceptions of advice and found the industry must evolve to meet the...

  • Financial planning firm explores psychological impact on clients when selling a business.

    17 October 2017

    Clarion Wealth Planning has teamed up with business psychologists to explore the psychological impact of selling a business. The research project Enough Now: The psychology of selling your business will assess the stresses faced by business owners who have recently exited or about to sell their business, throughout the sale and transition process. The...

  • PLSA proposes national retirement savings target

    15 October 2017

    The Pensions and Lifetime Savings Association has launched a new consultation designed to help consumers better plan for their retirement, including national retirement income targets. Following the revelation that 78% of people aged 18 to 64 years old were not sure or did not know where to look to tell if they were on track...

  • Case study: A costly LTA mistake

    12 October 2017

    Martin Tilley, director of Technical Services, Dentons Pension Management, describes how a non-advised action by a husband cost his wife her Lifetime Allowance protection The role of a self invested personal pension (SIPP) operator is to provide the regulatory and legal structure of the SIPP as well as the administrative services needed to run...

  • How stressed are your clients in retirement?

    11 October 2017

    Pensioners are feeling more stressed than when they worked, according to new research by Prudential. Nearly one in five people who have retired in the past 10 years say they are now more stressed than during their working life, while more than one in seven said their health has suffered since giving up work....