PFS warns of post-lockdown pension transfer request ‘spike’

A potential surge in pension transfer requests as a result of the economic fallout from lockdown could see demand for advice rocket, putting increased pressure on the profession, the Personal Finance Society (PFS) has warned.

Long-running Staveley case clarifies ill-health pension transfer rules

The long-running HM Revenue & Customs (HMRC) v Parry & Ors case, otherwise known as the Staveley case, has concluded Staveley’s actions gave rise to an inheritance tax bill, bringing clarity around pension transfers or switches made in ill-health.

Justin Corliss: Destination workplace pension scheme

Justin Corliss looks at the FCA's latest pension transfer rules for advisers and questions if 'destination workplace pension' is the right fit for all clients...

Stephen McPhillips: Mixed-use properties in SIPP or SSAS

Stephen McPhillips assesses if mixed-use property can be bought through self-invested pension schemes

Gareth James: Regrets, I’ve had a few…..

Gareth James reflects on the difference between regret and disappointment and warns drawdown investment pathways could be an experiment the FCA comes to regret...

Laura Suter: The effects of the stamp duty holiday

The big news for most people from the mini-Budget wasn’t that they can get £10 off their Monday burger and chips, writes Laura Suter, but instead that they can save thousands if they move house. Here, she explores what effects the temporary stamp duty cut could have on buyers and the wider housing market.

Pensions tax relief reform options ‘too complicated’

The options for overhauling pensions tax relief outlined in the government’s call for evidence earlier this week may still be too complex to be workable, according to pension experts.

Treasury opens pensions tax relief admin consultation and admits past failings

The government has admitted it has never provided a “straightforward and proportionate” solution to the challenges in the current pensions tax relief system in an official call for evidence on the topic.

Streamlined Pensions Ombudsman process resolves 95% of cases before determination stage

Almost all (95%) investigations presented to The Pensions Ombudsman (TPO) were completed without needing a determination, following changes to simplify the complaints process.

Michael Ambery: Govt’s Covid-19 response is missed opportunity to revisit auto-enrolment

Michael Ambery argues that AE faces a potential key fork in its journey, with the government missing a prime opportunity with its coronavirus Kick Start Scheme, and employers need to step up instead.

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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.