Simple Retirement Account Doubles DFM Access
Simple Retirement Account now offers access to 14 DFM partners.
Press and Media
Pensions freedom technical issues begin to surface
Advisers are dealing with some sticky technical issues associated with pensions freedom and choice, writes Claire Trott Read more on Professional Adviser IFAonline
Sipp and Ssas firm upgrades adviser website
Self-invested pension scheme provider Talbot and Muir has upgraded its website to help advisers cut down on time spent on administration Read more on FTAdviser.com
Altmann announced as pensions minister
Ros Altmann has been confirmed as the new pensions minister, having been told by prime minister David Cameron that she would be given a peerage […]
Think-tank calls for private pension age to increase
Pensions analyst Michael Johnson has called for an increase in the age at which people can access their tax-free lump sum as part of a […]
A guide to the pension lifetime allowance changes
Changes to the lifetime allowance – the maximum pensions savings you can build up without a tax charge – come into force on 6 April […]
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 […]
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