Press and Media

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 […]

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

Financial forecasts: what to expect in 2015

New Model Adviser talk to experts on their predictions for 2015, comments from Claire Trott. Read more on New Model Adviser

Sipp sector split to have echoes of decade gone by

The SIPP  market will split into two, one of the leading SIPP providers has predicted, while another believes platform SIPPs will take the majority of business […]

Pensions industry deserves a ‘breather’

The pensions industry needs a post-election breather, although such respite is becoming increasingly unlikely amid debates around the radical new pension freedoms coming in April, […]

Experts warn on looming hike to SIPP charges

Discussion on the likely rise in fees die to the changes due diligence requirements and capital requirements. Read more on Money Marketing

Back to basics: What is a SSAS?

Claire Trott of Talbot and Muir explains the basics of small self administered schemes (SSASs). Read more on Your Money

Like it or lump it ‘flump’ is here to stay

Will Robins discusses the new acronyms brought about by the pension reforms. Read more on Citywire

Autumn Statement: No death tax reprieve for scheme pension payments

The changes announced regarding joint life annuities and guarantee periods in the Autumn Statement doesn’t extend to scheme pensions. Claire Trott, discusses with Will Robins. […]

Provider refuses non-advised transfers amid death tax cuts

Claire Trott reiterates the need for advice when dealing with transfers from defined benefit schemes to take advantage of the new pensions freedoms. Read more […]

Market View: Death tax move will lead to rush of transfers

Claire Trott, Head of Technical Support comments on the changes announced in the Autumn Statement Read more on FTAdviser