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Blog
The tapered annual allowance: creating a pensions ‘apartheid’?
The tapered annual allowance (TAA) has been the subject of much criticism throughout the year. Stories have emerged in the national press about doctors and clinic...
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Blog
Data science, ethics and actuaries
As insurance companies are using more and more data science models, collaborations between actuaries and data scientists will be the key to developing a robust fr...
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Blog
The General Election – Christmas cheer or beware the Grinch?
With the General Election only eight trading days before Christmas investors will have little, if any, time to implement changes to their portfolios. Coupled wit...
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Blog
The pensions dashboard and the general election: what happens now?
The hiatus caused by the general election could delay the launch of the first pensions dashboard. At worst, it could derail the dashboards project altogether.
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Blog
How can I hold student property in my SSAS or SIPP?
There are a number of factors to consider when deciding whether to bring hall of residence into your pension scheme. Not all properties will meet HMRC’s criteria ...
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Blog
What can an investment adviser do for a charity?
Find out how an investment adviser can support charities, even with their financial objectives. One main way of looking at this is through considering the ESG fac...
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Blog
What to consider when settling death benefits from SSAS
There are a number of matters that need to be addressed when settling death benefits from a SSAS and it can be a difficult time – particularly if you are a truste...
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Blog
TCFD: time to get serious?
Climate change has long been considered by insurers as a Corporate Social Responsibility (CSR). However, only a few have considered climate change as a risk that ...
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Blog
Does your DB transfer process protect, inform and facilitate?
Our employee engagement platform Me2 not only helps your members and employees with their retirement options across DB and DC pension schemes, but now includes si...
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Blog
Opting out of the NHS Pension Scheme
Now that the government has launched their consultation paper on increasing flexibility within the NHS Pension Scheme, some NHS trusts are taking action to shore ...