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Latest - PENSIONS

  • Treasury response to annual allowance issues seen as ‘sticking plaster’ approach

    17 January 2020

    A potential increase to the tapered annual allowance threshold, which the Treasury could raise from £110,00 to £150,000, has been met with criticism amongst the financial advice community. Reports have suggested that the Treasury is preparing to increase the threshold to stop NHS doctors being hit with huge tax bills. The latter have been...

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  • RPI and CPIH changes consultation delayed until March

    15 January 2020

    Chancellor Sajid Javid has confirmed that the launch of a consultation on the Retail Price Index (RPI) will be pushed back until the March Budget. In a letter to the House of Lords’ Chairman of the Economic Affairs Committee, the Chancellor said that while the launch date had originally been planned for this month,...

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  • Defaqto launches pension switching tool with risk profiling and research functionality

    15 January 2020

    Defaqto has added pension switching to its end-to-end financial planning tool, Engage Core, with a module that allows advisers to compare multiple pension switching scenarios, including partial switches, in an efficient and compliant way. Defaqto says the new tool is designed to help advisers to deliver suitable advice as well as to bring consistency...

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  • Old Mutual Wealth adds voluntary scheme pays feature

    14 January 2020

    Old Mutual Wealth has added a voluntary ‘scheme pays’ feature to its personal pension allowing customers to settle annual allowance charges for any scheme. Quilter’s adviser platform has introduced the new feature following issues surrounding the tapered annual allowance which have affected many public service workers, including senior doctors. The current rules mean that...

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  • March Budget – pensions in spotlight

    7 January 2020

    Chancellor Sajid Javid has announced that the first post-election Budget will be held on 11 March and has promised that it will “usher in a decade of renewal” for the UK. While the run-up to the December election focused heavily upon the UK’s exit from the European Union, experts say the Budget will be...

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  • Defaqto launches guide to balancing pensions freedoms and risk

    7 January 2020

    Financial information firm Defaqto has published a new guide too help advice firms advising on the pension freedoms. The guide, Balancing pension freedoms and risk in the modern advice world, written in conjunction with Canada Life, is designed to provide advisers with information and advice following the recent raft of regulatory changes. Defaqto said the guide...

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  • Client recommendations biggest business opportunity in 2020

    6 January 2020

    New client recommendations will be the biggest business opportunity for advisers in 2020, according to a survey by Intelliflo. The survey, conducted during December 2019, showed that new client recommendations from existing clients was the leading business opportunity in 2019 and remains top of the list amongst advisers for the coming year. Recruiting extra...

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  • What does the FCA have lined up for 2020?

    5 January 2020

    Aegon’s Steven Cameron sets out his ‘pick’ of FCA plans which may affect adviser firms in 2020 As with Government and industry, the FCA will be devoting a considerable amount of time and resource to Brexit. It will be updating its own regulations and rulebooks and checking the industry is making all the necessary...

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