MARCH 2020


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  • Can your client trust their pension transfer?

    2 April 2020

    What constitutes a recognised pension transfer? Gareth James, head of technical at AJ Bell looks at a recent court case where this became the focus of attention and the need for care and discretion. The liberation of funds from pensions using means that HMRC or the FCA have taken issue with has taken a number...

  • Investors should brace for further dividend cuts

    2 April 2020

    With the Bank of England putting pressure on banks to stop paying dividends, investors and pension savers should brace themselves for a sharp cut in dividends, as companies seek to protect themselves against the impacts of Coronavirus, Adrian Lowcock, head of personal investing at Willis Owen, has warned. With the UK government forcibly closing millions of...

  • Pension freedom withdrawals fall year-on-year

    2 April 2020

    Pension freedom withdrawals have continued to fall year-on-year, a new survey from AJ Bell has revealed. According to the pensions specialist, withdrawals fell to 4.4% of private retirement pots, down from 4.7% the previous year and 6.6% in 2017. The average annual withdrawal was £6,694. In total, pension freedoms withdrawals now account for nearly...

  • FCA relaxes 10% rule and banks told to stop paying dividends

    2 April 2020

    The Financial Conduct Authority has relaxed its rules on the 10% drop notification to clients as financial markets continue to be negatively impacted by the coronavirus outbreak. In a letter to retail investment firms, the watchdog confirmed that it will be flexible on its requirements until the 1st October 2020. It said it would...

  • Income today or income tomorrow – drawdown clients’ conundrum

    1 April 2020

    Drawdown clients or those approaching retirement should be careful not to panic or make rash decisions following the sharp Coronavirus-driven sell off across global markets, says Quilter’s head of retirement policy Jon Greer. Greer explains: “In the years since the crisis, investors have enjoyed bumper returns that have bolstered retirement pots. It means that...


Latest Development

Technical: Buying a business with help from self-invested pensions (with case study)

Paraplanners and advisers may sometimes find themselves handling an...

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COVID-19 and our Events

Given the fast-changing situation around COVID-19, we wanted to provide an update regarding the Professional Paraplanner events for 2020....

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