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Jessica List: Divorce, pension sharing and the LTA

When getting divorced people might not have pension sharing orders or the lifetime allowance at the forefront of their mind, writes Jessica List. However, it pays to keep these things in mind...

RP case studies: Refund of excess contributions lump sum explained

Jessica List looks at a refund of excess contributions lump sum case study in her latest article for Retirement Planner.

Cathy Russell: Are your clients sitting on a portfolio with substantial capital gains?

Canada Life's Cathy Russell asks if clients could be sitting on a portfolio with substantial capital gains in this technical article for Retirement Planner.

Martin Jones: Adviser role crucial when accessing pensions in ill-health

Martin Jones looks at the pension ill-health rules and why independent financial advisers have an important role to play…

Jessica List: Accessing pension pots during the pandemic

Jessica List looks at client options for accessing pension pots during the pandemic and assesses the potential consequences for savers.

Neil Jones: Piloting your pension to the good life

Following the pension freedoms, many believe that pilot trusts, also known as bypass trusts, are redundant, but that isn’t necessarily so, writes Neil Jones.

Lisa Webster: Not all late protection applications are equal

Lisa Webster looks at late protection applications in her latest article for Retirement Planner.

Chancellor announces VAT cut and discount scheme for hospitality sector

Chancellor of the Exchequer Rishi Sunak has announced VAT is to be cut to 5% for the hospitality sector, along with an “eat out to help out” discount at restaurants in his summer economic update.
Rewriting the rules on retirement planning

Neil MacGillivray: Who pays to rebuild the UK economy?

With renewed calls for a flat rate tax relief in the wake of the pandemic and ahead of the so-called "mini-budget" on 8 July, Neil MacGillivray probes the government’s proposals and the mess that could ensue for DB schemes…

Andrew Phipps: Getting to grips with the new tapered annual allowance

Andrew Phipps delves into the latest tapered annual allowance rules and concludes planning is essential.

Popular articles

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...