Pensions

Tens of thousands of pension scheme members could be missing out on 20 per cent tax relief on their contributions because they do not pay income tax and are not in a...

TPR is also asking for confirmation of the name of a scheme’s chair of trustees or managers, following new legislative requirements introduced on 6 April. The regulator has published a guide to...

But the provider has not said when its systems will allow them to access income drawdown or uncrystallised funds pension lump sums (UFPLS). The provider, which is currently being merged with Aviva,...

Surgeon Ciaran Healy has repaid over £100,000 to the provider after it instigated an investigation into mis-billing, as well as Axa’s legal costs. The mis-billing relates to treatments Healy was providing at...

In the first three months of 2015 Xafinity observed a 60 per cent increase in the number of members requesting transfer value quotations from DB pension schemes. Since March 2015, however, the...

The new pension freedoms mean that investment objectives have changed. In most cases, it’s unlikely to be a simple choice between cash, drawdown or annuity but more of a combination to match...

Many people, myself included, believe aggregation services such as those delivered by Yodlee and Runpath’s All My Plans offer silver-bullet functionality to enable financial services providers to achieve far deeper relationships with...

A tidal wave of opportunity is about to hit the group risk market. That is what I see when I look at the AE staging dates, as we enter the period where...

The research, carried out by Opinion Matters for Unum amongst 400 businesses, found 66 per cent of employers do not have processes in place to monitor the mental health of employees, with...