Osborne sharpens machete for Blue Budget 

Following the majority Conservative win, chancellor George Osborne will deliver a second 2015 Budget on 8 July to get the ball rolling on some of […]

A guide to paying taxes in retirement

Paying taxes in retirement can be complex – and while many retirees welcomed April’s pension freedoms, the new rules have only added to the complication. […]

CPS calls for rapid increase of private pension age

The Centre for Policy Studies has published a set of suggestions for new Pensions Minister Ros Altmann, which include the rapid increase of the private […]

How to invest in commercial property via your pension

The commercial property sector is booming. The Telegraph looks at the different ways you can invest through your pension savings Read more on – Telegraph

Pension freedoms: how to take cash and avoid tax triggers

UFPLS, the new kid on the pensions block, may not be a more efficient way of getting monies out of a pension as a lump […]

Future proofing the retirement advice of today

Documentation is the key to avoiding compensation claims in the future – as well as client understanding. Comments from Claire Trott Read more on FTAdviser.com

Providers cautioned against verbal pensions warnings

Comments from Claire Trott on the “second line of defence” process for non-advised clients taking pension freedoms Read more on FTAdviser

Decumulation and tax relief top of commission agenda

Discussion regarding the upcoming general election with comments from Claire Trott, Head of Technical Support Read more on FTAdviser

Could the pension freedoms be reversed?

Discussion regarding the implications of the general election on Pension Reforms Read more on Your Money.

The politics of pensions

The pension freedoms announced by George Osborne in March 2014 were unexpected, but widely welcomed as a way of making pensions more accessible but will […]

Manifesto reaction: industry concerned by tax relief proposals

Industry figures have voiced their concerns on tax relief proposals, following the publication of several political party manifestos. Read more on Pensions Age

Everything you wanted to know about pension death benefits

Guide to death benefits post April 2105 for consumers by Claire Trott, Head of Technical Support. Read more on Your Money

Move fast to beat the election raid on pensions

Politicians of many colours see your lifetime savings as a cash cow. The Sunday Times look at the bad, and good, news in their manifestos […]

Tory proposals could slash high-earners’ pensions by £1m

Some high earners will be able to contribute no more than £5,500 per year into a pension – effectively excluding them from the pensions system […]

Pensions freedom: What could possibly go wrong?

Pensions freedom and choice, first announced in the 2014 Budget, certainly took the industry by surprise. Here, industry experts reveal their biggest concerns post-6 April. Read […]

Extra layers of protection

Claire Trott gives her opinion on the changes to the lifetime allowance and the associated protections Read more on Money Marketing

Freeing up pensions

Will the guidance on pensions announced in the 2014 Budget be fit for purpose? And should accountants be given official license to provide guidance to […]

HMRC unveils new forms to reclaim tax on pensions

HMRC has unveiled three new forms to allow people to claim back overpaid tax after accessing their pension under the new freedoms. Read more on […]

The end of non-advised business

Over recent years we have steered away from taking non-advised business direct from clients but we have decided that now is the time to cease […]

Myth busting: Unpicking death benefit changes

Claire Trott discusses the changes to the death benefit rules announced in September 2014. Read more on Professional Adviser

SIPP investors ‘punished still further’ on cash interest rates

European banking regulations look set to hit SIPP investors’ cash interest rates even harder this year. Jenna Towler gauges provider reaction Read more on Professional Adviser

SSASs: A flourishing market – SSAS survey

Money Management’s annual SSAS market survey. Read more on FTAdviser.com

Guide to Bypass Trusts and Pension Freedoms

FT adviser looks at Bypass Trusts and the Pension Reforms, includes CPD test. Read more on FTAdviser.com

The key pension dilemmas ahead of April

Claire Trott, Head of Technical Support talks about the key dilemmas ahead of the pension reforms in April 2015 Read more on Money Marketing.

Guide to Property in SIPPs

CPD accredited guide to property in SIPPs by FT adviser with comments from Claire Trott. Read the report on FTAdviser