Articles

Tag: Pensions

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Workers missing out on 'two-for-one' pension offer

Royal London's Steve Webb reveals that workers may be turning down up to £2bn

Posted in: Industry viewpoint | Tagged: pensions, workplace pensions


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Mothers missing out on millions

The number of mums missing out on pension rights has doubled

Posted in: Industry viewpoint | Tagged: pensions, royal london, Family finances


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A DGT with 100% access and 100% discount?

The potential of a pension as an IHT wrapper - by Clare Moffat, Technical Manager at Prudential

Posted in: Industry news | Tagged: Inheritance Tax, pensions, trusts, prudential


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People 'paying too much tax' on pension income

Around 800,000 people risk being over-taxed on their pensions

Posted in: Industry viewpoint | Tagged: tax, pensions


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What are the pension opportunities in 2016/17?

From lifetime allowances to the Lifetime ISA

Posted in: How-to | Tagged: pensions, Budget 2016, lifetime ISA, annual allowance, lifetime allowance


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Bridging the pension advice gap

'You and your pension pot when you retire’ - A customer friendly guide to the new pension freedoms. By Billy Burrows.

Posted in: Industry viewpoint | Tagged: Pension freedom, Advisers, pensions, retirement, advice gap


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Equity release: from dirty words to clean sheets

Posted in: Industry news | Tagged: pensions, mortgages, equity release, later life planning


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Pension freedom: lessons from down under

What can we learn from Australia’s approach to retirement?

Posted in: Industry viewpoint | Tagged: pensions, retirement


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Final countdown to auto enrolment

Posted in: Industry news | Tagged: pensions


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How people are spending their pension fund

Posted in: Industry viewpoint | Tagged: pensions, Pension reforms


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Emergency tax and lump sum withdrawals

An explanation of when it applies and how to get it back by Fiona Tait, Royal London

Posted in: Industry viewpoint | Tagged: tax, pensions


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Everything but the pension…

George Osborne has enabled people to spend their pensions how they wish. But Fiona Tait from Royal London argues that some people should try to spend their pension last of all.

Posted in: Industry viewpoint | Tagged: tax, pensions, Pension reforms, Investments


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Lamborghini’s, annuities and getting out of bed

Phil Ralli, Head of Platform Proposition at Aviva, wonders how the reforms will affect pensioners and the industry alike.

Posted in: Industry viewpoint | Tagged: pensions, Pension reforms, business advice


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The end of the advice vacuum

The new pensions regime has seemed like a case of ‘suck it and see’ – But now the vacuum has started to shift and the dust has begun to settle – as Billy Burrows, Director of Retirement Academy, explains.

Posted in: Industry viewpoint | Tagged: pensions, retirement, business advice


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A risk you may have missed

Paul Stanfield is CEO of the Federation of European Independent Financial Advisers (FEIFA). FEIFA is a non-profit trade association that represents IFAs who are based or have clients on the Continent.

Posted in: Industry viewpoint | Tagged: pensions, retirement


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New pension rules offer greater opportunities

The changes announced in the Budget have opened up new possibilities for your clients as greater freedom delivers even more choice and control over when and how they draw their pension savings.

Posted in: Industry viewpoint | Tagged: pensions