There have been substantial recent changes in pensions legislation affecting high-earners. As a result, senior university staff may now face tax charges on their ongoing pension savings.
NHS staff are now facing tax charges on their ongoing pension savings. Barnett Waddingham provides a bespoke and specialised service designed to meet the pension requirements for NHS employees.
Our Executive Pensions team has considerable experience in guiding headteachers and senior staff on their pension benefits. This briefing note covers recent, substantial changes in the pensions legislation directly affecting such high-earners.
This briefing highlights the key changes to the annual allowance (AA) and lifetime allowance (LTA) that came into force from 6 April 2016.
This blog looks at how to use the information in your annual SIPP statement in deciding what to do next. In order to get as close as possible to your financial targets, it's important to keep planning, reviewing and adjusting.
A key feature of having a SSAS or a SIPP is that pensions can be invested in most types of commercial property. However, a number of matters need to be considered before a property such an investment is made.
In contrast to the purchase of a lifetime annuity, placing your accrued pension fund into drawdown is not a ‘once and done’ exercise.
A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015.
Owning listed properties can come with additional complications. However, these are not insurmountable, even in a self-invested pension.
As the FCA announce a major policy statement on improving the quality of pension transfer advice, we take stock of the situation, look past incendiary headlines and find positive signs in an important area.