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Rachel Vahey: Why we need a scam prevention minister

It's not often industry professionals call for more government input in the pensions arena, but Rachel Vahey is calling for just that...

RP case studies: Unquoted shares and a management buyout

Richard Mattison runs through a SSAS case study outlining how the vehicle can assist in a management buyout scenario.

Covid-19 likely to trigger triple lock 2.5% fail-safe

The coronavirus pandemic is likely to trigger the triple lock’s fail-safe mechanism, meaning the state pension will rise by 2.5% from next April.

Justin Corliss: Making the case for partial DB transfers

A DB transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process.

DB transfers falter as potential scam activity rockets – XPS

Activity in the defined benefit (DB) transfer market fell to a record low in September, while the number of transfers exhibiting scam ‘red flags’ increased to a new high of 62%, according pensions consultancy XPS Pensions Group.

Strict financial advice rules leave pension savers open to ‘ingenious’ scammers

Strict rules which prohibit pension schemes from giving financial advice are letting scammers get close to members to perpetrate fraud, according to industry experts.

Claire Trott: Start your tax year-end planning now

Now is a great time to start to consider any available unused annual allowances and making the most of them for clients, writes Claire Trott.

Advisers risk ‘destroying business wealth’ by ignoring next generation

Advisers who fail to build relationships with clients’ family members risk destroying the value of their business as wealth is passed on to the next generation, delegates heard.

Chris Read: Lockdown lessons from astronauts

Covid-19 has accelerated the digital interaction revolution by as much as 20 years, writes Chris Read

Lisa Webster: Beware over-taxation when accessing a pot

As Covid-19 makes life harder for everyone some people may be looking to access their pension pot earlier than planned, writes Lisa Webster. However, without careful planning, a tax trauma could be on the way
 

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Bob Champion: Reflections on selling the family home

Bob Champion pens a heartfelt piece about the sale of his late mother’s house, the family home for 62 years. Here he reflects on happy memories, trips to Stamford Bridge, why downsizing isn’t always the easy option and how equity release could help.