Technical

Jessica List: Why delayed lump sums might benefit clients

A PCLS can be taken any time up to a year after the client becomes entitled to it. So why might someone want to delay taking their lump sum? Jessica List explains

Bethany Joslyn: Pensions tax relief 101

Bethany Joslyn recaps how tax relief is granted on contributions to pension schemes

Sam Liddle: Why research pays off in absolute return retirement strategies

With great versatility comes great responsibility, writes Sam Liddle. Here he explains why retirement savers shouldn't give up on absolute return for drawdown.

Kim Jarvis: The intricacies of obtaining a loan from a trust

Trustees are permitted to grant interest-free loans from trusts to beneficiaries under certain circumstances. Here, Canada Life's Kim Jarvis runs through the intricacies

Rachel Vahey: Five ways GMP equalisation could affect scheme members

Rachel Vahey looks at five ways GMP equalisation could affect scheme members and urges all advisers to take note...

Jessica List: Lateral thinking on charity death benefit lump sums

Jessica List applies some lateral thinking to charity lump sum death benefits

Joshua Croft: The (un)certainty of death benefits

Joshua Croft looks at death benefit expression of wish forms and outlines why it is essential they are kept up-to-date

Elaine Turtle: Quirky scheme pension death benefit rules explained

Elaine Turtle looks at what happens when a scheme pension member dies and how to safely navigate the arrangement’s quirks

Fiona Hanrahan: Seven common pension tax year-end mistakes

Fiona Hanrahan looks at the tax year-end implications for pensions and explains how to maximise relief using carry forward

Andrew Tully: Tapered annual allowance change is ‘sticking plaster solution’

Andrew Tully explains the Chancellor's tapered annual allowance changes and asks if the solution is just papering over the cracks
 

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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...