February 2018
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Latest - RETIREMENT PLANNING

  • Key knowledge now needed to support a SSAS

    28 November 2017

    The degree of control that a SSAS gives scheme members means trustees need to employ professionals that understand the tax and legal side of these vehicles, says Martin Tilley, director of Technical Services, Dentons Pension Management Despite some negative press this year, there is no doubt that Small Self Administered Schemes (SSAS have a...

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  • Research flags no silver bullet drawdown strategy

    28 November 2017

    Retirement Advantage has warned that DIY drawdown investors could be exposing themselves to a host of risks. A new report commissioned by the retirement specialist has suggested that there is no magic “one size fits all” investment strategy that works for the duration of retirement, and DIY investors could be left exposed to longevity,...

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  • Do you know your clients’ funeral wishes?

    27 November 2017

    Should a client’s funeral arrangements be part of the holistic financial advice process? A Skipton Buildings Society survey shows people are under prepared for this inevitable event. The study, which polled 2,000 adults, found: • Two thirds of the population would prefer to be cremated • Four fifths of people dislike the idea of...

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  • Final salary transfers – 7 key areas of focus

    23 November 2017

    The ‘right’ decision on a DB pension transfer could be different with 20 or 30 years’ hindsight, which means how adviser firms approach each case now is crucial, says Andrew Tully, pensions technical director, Retirement Advantage. The numbers of people considering transferring their final salary benefit is currently one of the most talked about...

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  • Budget Summary

    22 November 2017

    Alongside an extra £3 billion of funding to prepare for Brexit over the next two years, in the Autumn Budget 2017 Chancellor Philip Hammond announced the following: No changes to the pension system Given that the pensions freedoms are less than 3 years old the fact that there has been no further tinkering with...

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  • Why we won’t be getting a normal post-election Budget

    20 November 2017

    Matt Phillips, Wealth Management managing director at Thomas Miller Investment, comments on what might be expected from Wednesday’s Budget. “Post-election Budgets tend to be characterised by big sweeping changes which generate lots of income for the government to use ahead of the next election. But this one is bound to be different. Politically, the...

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  • Defined benefit transfer values stabilise on Xafinity Index

    19 November 2017

    Defined benefit transfer values remained stable during October after months of volatility, according to Xafinity. Values fluctuated between £229,000 and £234,000. The difference between the maximum and minimum readings of the Xafinity Transfer Value Index was 2.3%. Sankar Mahalingham, head of DB growth at Xafinity (pictured), said: “Transfer values stayed fairly stable during October...

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  • Budget: Possible pensions, tax and investment changes and a wish list

    17 November 2017

    Les Cameron, head of technical at Prudential, considers the key pensions, tax and investment issues the Chancellor could address and adds a wish list of his own. Tax relief A reduction in tax relief and potential removal of the tax-free lump sum are often mooted before budgets but I don’t think the tax-free lump...

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