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FCA outlines three step process to protect against insistent clients

Advisers dealing with insistent clients should follow three simple steps to protect themselves should any future problems arise, the FCA has said. ...

Top dog: Has Steve Webb’s tenure been a success?

In the five years prior to Steve Webb's appointment we had had a total of five pensions ministers. As the longest serving pensions minister Webb...

Phil Young: Remembering pension transfer permissions

I suspect there are a few firms making a virtue out of necessity when stating they won't advise clients on occupational pension transfers. Most advisers...
A case study special on death benefits post-pensions freedom

The longevity issue: Mapping the new retirement landscape

The freedoms offered to pension investors by Mr Osborne have been broadly welcomed by commentators and individual savers alike. But with these new found freedoms...

Actress ‘at war’ with taxman over missing state pension

Beth Porter, an actress who has starred in Woody Allen’s comic romp Love And Death and alongside Robert Redford in The Great...

The advice trap: Scheme trustees fear consequences of member ‘guidance’

Pensions freedom has given retirees complete control over what they do with their retirement savings meaning they face a multitude of important decisions when...

‘Her experience will be a great asset’: Pensions industry welcomes minister Ros Altmann

Pensions industry commentators have welcomed the appointment of consultant and former Downing Street adviser Ros Altmann as pensions minister but warned she faces a...

Blog: Ros Altmann takes centre stage as pensions minister

"I am not 'tribal' in my political allegiances. I don't blindly follow a particular party or ideology. But putting Labour back in charge at...

Ros Altmann becomes pensions minister

Ros Altmann has been named as the next pensions minister replacing Steve Webb.

Pension tranfers: British expats face shock 55% tax charge

British savers who are moving abroad and transferring their pension to Australia or New Zealand could face a shock tax charge of 55pc thanks to the pension freedoms which applied from April 6. Under the new rules, which allow savers to take their whole pension pot as cash, pension schemes must prohibit members from accessing their savings before the age of 55, unless the member is retiring early due to ill-health.

Popular articles

Justin Corliss: Where will your future clients come from?

It’s a question that’s troubled many advisers. Is it targeting high net worth, is it specialising in a particular field or connecting with the...