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Blog
The pension tax overpayment crisis: urgent fixes needed
HMRC's pension income tax process has led to £1.2 billion in repayments. It's time to examine this broken system and push for reform.
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Blog
Integrating SIPPs and annuities for success
In spite of Pension Freedoms, annuities continue to be a significant option for SIPP-holders considering decumulation.
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Blog
The Lifetime Allowance abolition: frustration for SIPP professionals
James Jones-Tinsley delves deeper into the frustrating situation for SIPP Providers and Advisers regarding the Lifetime Allowance abolition.
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Blog
The urgent need for FSCS reform – “No, it’s still not fine!”
Four years since we explained how FCA fines might reduce the impact of FSCS levies on advisers, the 'good guys’ still pay for the 'bad guys'' misdemeanours.
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Briefing
Taxation of pension death benefits: a detailed look
A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015. Read our latest content related to Pensions Taxation.
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Blog
Is the abolition of the Lifetime Allowance on track?
The Autumn Statement and the Finance Bill have meant an interesting time for pensions, but what does it all mean for the abolition of the Lifetime Allowance?
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Blog
Changes to SIPP Statutory Money Purchase Illustrations
Statutory Money Purchase Illustrations (SMPIs) received by Self-Invested Personal Pension (SIPP) clients each year have been changed - here's why.
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Video
Lesser-known pensions products of the past
Our Self-Invested Pensions Technical Specialist explains some of the quirky and lesser-known pensions products.
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Blog
Consumer Duty: avoiding harm and enabling good outcomes
The FCA’s new Consumer Duty rules will require regulated firms to act to deliver "good outcomes" for consumers. But what does this mean for advisers?
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Blog
Spring Budget 2023 Q&A
Following the 2023 Spring Budget we look at the key questions raised about pensions, including the changes announced and their impact on retirement savings.