Technical

Martin Jones: How well protected is client money on investment platforms?

With the current pandemic and broader economic lockdown, many clients are understandably concerned about how secure their money is. Martin Jones looks at investment platforms and what protections are in place should the worst come to the worst.

Rachel Vahey: Why LISA charges should stay at reduced rates

Rachel Vahey explores recent changes to the LISA withdrawal charge structure due to Covid-19 and urges policymakers to make it a permanent alteration for the benefit of savers.

Keeley Paddon: Exploring pension scheme contributions for furloughed staff

SimplyBiz Group head of pensions technical Keely Paddon summarises the key points on furloughed staff pension contributions and sets out responses to a few FAQs

Talbot and Muir launch technical webinars for advisers

Talbot and Muir is providing a series of CPD accredited webinars that can be tailored to the specific needs of advisers and delivered by the firm’s business development consultants. 

Jessica List: Trusts as a beneficiaries explained

Despite rule changes, there are still a number of reasons naming a trust a trust as a beneficiary can lead to good outcomes. Jessica List explains all

Kim Jarvis: Chargeable events and deficiency relief

Canada Life’s Kim Jarvis looks at chargeable events and deficiency relief in this technical article for Retirement Planner.

Jessica List: What advisers need to know about benefit crystallisation

Jessica List looks at benefit crystallisation events in this engaging Q&A.

How to meet AE duties for furloughed workers

While furloughed workers are still entitled to pension contributions, Justin Corliss says employers must consider the impact of Covid-19 on their duties.

Extend NHS scheme pays deadline, government urged

The government has been urged to extend the scheme pays deadline for NHS Pension Scheme members in light of the Covid-19 crisis.

Stephen McPhillips: Utilising self-invested pensions during lockdown

As the world deals with the human and economic disaster that is Covid-19, Stephen McPhillips looks at how SIPP and SSAS could help business owners weather the storm.
 

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Equity release clients go back to basics during lockdown – Canada...

Clients using equity release to support day-to-day living accounted for more than a fifth of Canada Life’s transactions during lockdown.