March 2018


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  • Call for death benefits to be made easier to understand

    1 November 2017

    AJ Bell is calling for a change in the death benefit rules, as its latest research reveals the majority of UK adults with personal pensions are confused about what happens in the event of their death.   The findings revealed only 7% of those with a personal pension could correctly identify how their pension...

  • Technical: Tax tests at age 75

    23 October 2017

    Pension freedoms didn’t remove the importance of age 75 but it did make it more complicated, particularly in respect of the Lifetime Allowance. Elaine Turtle, director, DP Pensions, looks at a recent case and how the client was saved £213,840 in tax charges.    When Chancellor George Osborne changed the pensions regime forever, by announcing...

  • 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...

  • 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...

  • 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...

  • PFS adds international advice to conference programme

    11 October 2017

    The Personal Finance Society is putting an international spin on its conference this year, in recognition of the growing numbers of clients with assets, income and liabilities in more than one jurisdiction. Working with international experts Phil Billingham, director of Perceptive Planning, and Paul Stanfield, chief executive of FEIFA, the PFS is creating content...

  • 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...

  • 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...