March 2019
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Latest - PENSIONS

  • Client education portal launches retirement income video journeys

    7 March 2019

    Money Alive has added two retirement income video journeys to its client educational material on its Adviser Portal. The company says the new journeys – Flexible Income and Guaranteed Income – have been added to its material around DB pensions transfers, following the FCA’s recent Retirement Outcomes Review “and demand from advisers wishing to...

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  • 10 stories most read by paraplanners this year

    28 February 2019

    Below we list 10 of the stories most read by paraplanners on the Professional Paraplanner website over the past month. If you’re not already signed up to receive our insightful technical, regulatory and industry content into your inbox, sign up for our daily email alert HERE. And if you know any paraplanners who would...

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  • Direct debit mistake not a breach of LTA fixed protection judge rules

    28 February 2019

    A recently published court ruling has said that an individual who claimed that he had accidentally failed to cancel a direct debit to his pension scheme, should not lose lifetime allowance protection.  HMRC had argued to the court that the continued payment should render his £1.8 million lifetime allowance fixed protection void. Fixed protection was...

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  • March Issue OUT NOW

    27 February 2019

    In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

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  • Comment: Workplace pensions communication needs review and change

    24 February 2019

    Employer communications need to change if we are to improve worker engagement with pensions saving, says Johanna Nelson, associate director, communications, Punter Southhall Aspire Our clients often say that they want to improve their employee’s engagement with savings and pensions. This is also supported by research from the British Confederation of Industry and Aegon,[i]which...

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  • Claims of auto-enrolment ‘success’ need to be tempered

    24 February 2019

    More than ten million people have now been automatically enrolled into a workplace pension scheme, the latest figures from The Pensions Regulator have shown.  Kate Smith, head of pensions at Aegon, described the milestone for auto-enrolment as “an amazing success” and said it shows what can be achieved when there is “not only cross...

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  • Court ruling could see LTA fixed protection rules breached unintentionally

    20 February 2019

    As many as 100,000 savers could face an expected high tax bill following a tiny uplift to their pension, Royal London has warned.  In a Freedom of Information reply supplied to Royal London, over 100,000 people have secured “Fixed Protection” against past cuts in the Lifetime Allowance for tax relief purposes. When the lifetime...

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  • Legal & General launches client applications tracker

    20 February 2019

    Legal & General has launched Track My Apps, a new system that allows adviser firms to monitor the progress of client applications for the assurer’s retirement income range of products from fixed term annuities to lifetime annuities. The tracking service, the first of its kind in the market, comes from industry FinTech company Origo...

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