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Bob Champion: Making up for lost time

Bob Champion is looking forward to 21 June, but warns coming out of lockdown may be more stressful than being in lockdown for some...

Gareth James: Will NMPA jump to 57 leave us in a pickle?

Gareth James looks at what could hinder clients as the normal minimum pension age rises to 57

FOS chief Caroline Wayman to exit after seven years

Financial Ombudsman Service (FOS) chief executive Caroline Wayman is stepping down from her role next month after seven years in the job.

George Stainton: Pension transfers and overseas clients

George Stainton examines the complex factors that affect pension transfers, especially for clients looking to move abroad

Martin Jones: Dealing with a distressed SIPP investment

Seeing an investment run into difficulty is challenging at the best of times, writes Martin Jones. Even more so when the investment is held in a SIPP. Here’s what you can do. (And what you can’t...)

Neil MacGillivray: Business owners beware of potential CGT changes

The OTS recommendations put forward in its review of capital gains tax, published on 11 November, has created quite a stir. Neil MacGillivray warns that, if the key proposals are adopted, current CGT planning opportunities may be lost, particularly for owner-managed businesses

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

Pensions Awareness Day 2020: Savers ‘ignoring’ schemes’ fraud warnings

Warnings from pension companies to savers who are looking to transfer their pension somewhere that does not look right are often ignored, says Phoenix Group.

IFS questions whether auto-enrolment is too successful for financially vulnerable

Thousands of the country’s most financially insecure individuals are remaining in auto-enrolled schemes even if it may not be in their best interests to do so, the Institute for Fiscal Studies (IFS) finds.

David Fairs: Regulation in this new normal

The Pensions Regulator is anxious to meet the industry’s expectations, but this latest challenge does not come with a manual. Hope William-Smith speaks to David Fairs.
 

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Chris Parlour: Corporate client options for DB scheme consolidation

Chris Parlour explores smaller DB pension schemes and the associated headaches faced by business owner clients. Here he outlines everything advisers need to know about consolidating bijou final salary schemes