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Claire Trott: Decisions to make on annual allowance charge

Due to the tapered annual allowance, many people are subject to an annual allowance charge, which can be a significant outlay, writes Claire Trott. Here she discusses client options which need careful consideration...

Pensions dashboard data standards published; Opperman urges providers to prepare data

The Pensions Dashboard Programme (PDP) has published key data standards which will underpin the initial technology used to allow savers to view their pensions.

LV= confirms demutualisation with sale of pensions and insurance business to Bain Capital

LV= has agreed to sell its remaining pensions and insurance businesses to private equity firm Bain Capital for £530m.

Chris Jones: Planning for uncertainty of life

In his second article for Retirement Planner, Chris Jones says advisers need to be more flexible than ever before on the 'long and winding road' of financial planning

Tory govt ‘unlikely’ to back Covid-19 wealth tax plans

A one-off wealth tax to pay off the Covid-19 deficit has been dismissed by tax experts who say a Conservative administration is unlikely to back the recommendations outlined in a report.

RP case studies: Spruced up SSAS returns leave clients feeling festive

The latest RP case study looks at a SSAS which generated a gain of £706,600 from an investment of £135,000 for Cumbrian Christmas tree growing business

RP case studies: A single investment portfolio client

Stephen McPhillips runs through a SIPP-focused case study for Retirement Planner and quotes the old adage "buy cheap, pay twice"

Rachel Vahey: Administrators handed ‘nuclear’ option to halt scams

As pension scams continue to plague the retirement space Rachel Vahey discusses a new 'nuclear' option handed to scheme administrators and asks if it could cause problems for legitimate transfers

Jeremy Martin: With choice comes responsibility

Consumers have enjoyed five years of pension freedom but with choice comes responsibility, writes Jeremy Martin. Here he discusses the introduction of investment pathways...

Jason Green: Pension providers’ adoption of open banking

Jason Green looks at the adoption of open banking among pension providers and finds only three of the major players have signed up...

Popular articles

Pension transfer values end volatile year 8% up; scam ‘red flags’...

Pension transfer values ended 2020 at £259,000, 8% higher than the start of the year, according to XPS Pension Group after suffering periods of substantial volatility linked to the pandemic while potential scams reached record highs.