July / August Issue
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • No HMRC rethink on taxation of pension withdrawals

    10 July 2018

    HMRC has come under fire for refusing to re-think its stance on the taxation of pension freedoms withdrawals. Under existing rules, providers are required to charge “Month 1” emergency tax the first time someone accesses their retirement pot under the pension freedoms. This means people who make a single flexible withdrawal from their fund...

    READ ARTICLE
  • Firm closes office for a month as it backs flexible working

    10 July 2018

    AKFP Group has pledged its commitment to flexible working by announcing it has closed its offices for the whole of July. After first trialling the initiative last summer, AFKP said the exercise was so successful it decided to repeat it again this year. Developments in modern technology have meant the team is able to...

    READ ARTICLE
  • Technical – Tangible Moveable Property in SIPPs

    9 July 2018

    Geoff Buck, associate director, DP Pensions, looks at what is Tangible Moveable Property and what it all means for SIPP investors Strictly speaking, any investment into a pension scheme is allowable and HMRC make no secret of that. However, the issue is that some investments carry a tax charge which would be levied against...

    READ ARTICLE
  • Conflicting views on Pensions Dashboard

    9 July 2018

    Currently, there are discrepancies in some areas between Government and industry views of what the Pensions Dashboard should look like and how it should operate.  The Department for Work & Pensions (DWP) recently published its response to the Work and Pensions Select Committee report on the Pension Freedoms. Within the Select Committee’s report were...

    READ ARTICLE
  • Are investment pathways for drawdown the right way forward?

    8 July 2018

    The FCA wants to introduce investment pathways for consumers entering drawdown as part of its drive to ensure consumers are receiving value for money.  In its Retirement Outcomes Review, the Financial Conduct Authority (FCA) reported that one in three consumers in drawdown were unsure of where their money was invested. Meanwhile, a third of...

    READ ARTICLE
  • Key points from the FCA Retirement Outcomes Review

    5 July 2018

    Jessica List, pension technical manager, Curtis Banks Group, provides the group’s thoughts on the Retirement Outcomes Review and the potential impact on savers and investors. Almost a year after the interim report of 2017, the FCA’s long-awaited Retirement Outcomes Review final report was published on 28 June 2018, along with new consultation paper CP18/17....

    READ ARTICLE
  • What investment lessons may be learnt from the World Cup?

    5 July 2018

    The World Cup has so far confounded the experts during many games. Might there be some lessons for investment we can learn from such events? David Jane, manager of Miton’s multi-asset fund range, comments. Having seen many of the large, historically successful footballing countries fall to supposedly weaker opponents, the lesson is to carefully...

    READ ARTICLE
  • Tax benefits and AIM investing

    4 July 2018

    AIM is a market where good stock selection can add a lot of value and clients can take advantage of tax reliefs too. But there are caveats, says Matt Hoggarth, head of Research, Thesis Asset Management As a market for smaller and growing companies, AIM provides an important source of capital for businesses that are...

    READ ARTICLE