FURBS
We administer Funded Unapproved Retirements Benefits Schemes, providing professional trustees as part of the service
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Mark Pipe Blogs
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All change, please! The FCA’s ‘one size fits all’ solution to harmful retirement outcomesIn 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”.
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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.
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Devolution now: taxation powers in Scotland and WalesDevolution is adding new layers of complexity to pensions, creating confusion, questions and cost.
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Options for drawing benefits from a self-invested pension
You spend a long time building up a pension fund that is big enough to support you throughout your years in retirement. The choices you make about how and when you draw benefits from your pension fund will determine how much value you get out of it.
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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 changes open up a number of questions - we’ve highlighted seven things you need to know.
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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 drawdown is still right for you.
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SSAS as an intergenerational planning vehicle
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
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Using pension savings to avoid future tax liabilities on commercial property
Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.
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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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Sixth year of success for SSAS at the Investment Life & Pensions Moneyfacts Awards
For the sixth consecutive year, we are delighted to have been 'Highly Commended' as Best SSAS Provider at the Investment Life & Pensions Moneyfacts Awards.
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Hot off the press: FCA Retirement Outcomes Review
The FCA have today, published the Retirement Outcomes Review: Proposed changes to our rules and guidance, James Jones-Tinsley, self-invested technical specialist, thinks a number of the ‘findings’ are ‘stating the obvious’.
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Barnett Waddingham SIPP business sustains ‘strong’ financial rating from AKG
Company assessment specialist AKG have awarded our SIPP business a rating of ‘B’ for the second consecutive year, meaning our financial strength has been deemed ‘strong’.