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Blog
Finding ‘lost’ pensions with the Pensions Dashboard
A recent Briefing Note from the Pensions Policy Institute (PPI) explored the difficulty in estimating the number and total value of ‘lost’ pensions in the United Ki…
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Blog
A New Year's resolution: be ‘Scam Smart'!
Two years on from the government’s announcement that it intended to ban pensions cold-calling, the regulations introducing the ban have finally been approved by Par…
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Briefing
The importance of regular drawdown reviews
In contrast to the purchase of a lifetime annuity, placing your accrued pension fund into drawdown is not a ‘once and done’ exercise. Read our latest thoughts on dr…
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Blog
All change, please! The FCA’s ‘one size fits all’ solution to harmful retirement outcomes
In June, the FCA published their “Retirement Outcomes Review – Final Report”, which followed from the Interim Report they issued last year. Their Report was accompa…
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Briefing
Seven things all property owners need to know about EPCs
Legislation changed on 1 April to prevent properties with an EPC rating below level “E” from being let to new tenants, and to existing leases from April 2023. These…
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Blog
Devolution now: taxation powers in Scotland and Wales
Devolution is adding new layers of complexity to pensions, creating confusion, questions and cost. Read our latest content related to Pensions Taxation.
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Blog
Six Scottish tax rates offer little source of relief
Recently, HMRC released papers that reference 'relief at source' and the 'Scottish rate of income tax'. Both interrelated with each other, we explore the changes an…
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Briefing
How long should I stay in drawdown?
Pension rules now allow individuals to remain in drawdown for life. However, as you get older, or if your circumstances change, it is important to look at whether d…
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Case Study
Signatory requirement saves SSAS client from pensions scam
A pension scam warning about how we saved two SSAS clients £100,000 without them doing anything - because our signature was needed to action the transaction.
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Blog
We do look back in anger, MPAA
James Jones-Tinsley looks at the time it is taking for legislation to get through Parliament.