Moira O’Neill: Will targeted support miss the mark?
Whenever I start writing about what the industry calls ‘the advice/guidance boundary’, I remind myself of when I was editor of Moneywise magazine back in 2015. A reader, Mark, took us up...
Whenever I start writing about what the industry calls ‘the advice/guidance boundary’, I remind myself of when I was editor of Moneywise magazine back in 2015. A reader, Mark, took us up...
There are “serious concerns” among the pension industry on the timescales being proposed for beneficiaries to pay inheritance tax on pensions. This issues has been raised by the Society of Pension Professionals...
Reform UK has started to engage directly with pensions industry leaders about its investment and retirement policy agenda, in a move seen as part of the party’s broader strategy to position itself...
HMRC and the Financial Conduct Authority have issued co-ordinated statements clarifying that 30-day ‘cooling off’ cancellation rules may not apply to savers taking tax-free cash from pensions. This comes amid speculation that...
Budget anticipation is building, with rumours about changes to the 25 per cent tax-free lump sum available to most savers when accessing their pension. Royal London has already started to see a...
The government needs to find ways for people to stay in employment for longer, particularly women, if it plans to raise the state pension further, according to a new report by the...
A House of Lords committee will scrutinise current plans to include pensions in inheritance tax calculations. As part of this process the House of Lords Finance Bill sub-committee has launched a call...
There has been a surge in the number of people accessing higher value pension pots in the past tax year, amid changes to pensions IHT rules and speculation about Budget tax raids....
The workplace pensions market has now had a month to fully digest the implications of the Mansion House Accord. The Accord doubles the targeted private markets allocation compared with the Mansion House...
The Society of Pension Professional has called for the Pensions Commission to set out a clear timetable for increasing auto-enrolment contributions to give certainty to both employers and employees. Alongside this framework,...