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Barnett Waddingham
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Blog: Self-invested pensions

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 Kingdom

A New Year's resolution: be ‘Scam Smart’ in 2019!

Two years on from the government’s announcement that it intended to ban pensions cold-calling in order to end the appropriation of millions of pounds of people’s pension funds by scammers, the regulations introducing the ban have finally been approved by Parliament, and took effect from 9 January 2019.

Cascading pension death benefits without the probate wait

Tucked away in the 2018 Autumn Budget, you’d be forgiven for missing the relatively unnoticed amendment to probate fees. We’ve covered the most pressing matters for clients on the treatment of pension death benefits.

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 accompanied by a Consultation Paper, entitled “Proposed changes to our rules and guidance”.

Will the pensions cold-calling ban be introduced before Brexit?

HM Treasury’s Open Consultation on Pension Scams was published on 5 December 2016. Amongst other things, it proposed that all cold-calls to consumers regarding pensions should be banned; potentially including e-mails and texts.

FCA final report will not be the last word on pension freedoms

Three years on from the start of pension freedoms, there are still concerns being raised about the workings of the system and what the implications might be for consumers over the longer term. Malcolm McLean explores if these concerns really justified.

AA & carry forward - use it or lose it

Nilesh Shah, Associate, outlines the need to utilise any unused annual allowance before it is too late.

Devolution now: taxation powers in Scotland and Wales

Devolution is adding new layers of complexity to pensions, creating confusion, questions and cost.

How to prevent penalties for sole trustee SSASs and FURBS

Clients who act as sole trustee to their SSAS or FURBS are unknowingly storing up potential problems for their families after their death, which could easily be avoided by some simple planning now.

FSCS funding consultation: new levies on pension providers

A FCA consultation proposed expanding the pool from which the FSCS draws the funds it uses to pay compensation. It proposed that 25% of the levy on financial advisers be paid by the providers of pension products. Results are in… providers to pay!

Author

Nick Griggs (64) Kim Durniat (62) Scott Eason (47) Malcolm McLean (44) Cherry Chan (39)

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