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News in brief
Manchestereveningnews.com - News in brief
Budget predictions: Pension liberation, Qrops and tax avoidance in Osborne's sights
MoneyMarketing.co.uk - Budget predictions: Pension liberation, Qrops and tax avoidance in Osborne's sights
Victory in Financial Mail campaign to halt pensions restrictions which left thousands struggling...
MailOnline - Victory in Financial Mail campaign to halt pensions restrictions which left thousands struggling on reduced incomes
How to pick the best (and cheapest) DIY investing Isa
MailOnline - How to pick the best (and cheapest) DIY investing Isa
Tax year-end pension planning opportunities can save thousands
Investortoday.co.uk - Tax year-end pension planning opportunities can save thousands
AJ Bell appoints new Business Development Manager
AJ Bell has announced the appointment of Rebecca Brennan as its Business Development Manager for Scotland and Northern Ireland.
Making contributions: Pension vs ISAs
Morningstar.co.uk - Making contributions: Pension vs ISAs
Spring Clean your ISA
Money Observer.com - Spring Clean your ISA
Tax year end pension tips
Money Observer.com - Tax year end pension tips
Save thousands of pounds by making use of these tax year end pension planning opportunities
Totalinvestor.co.uk - Save thousands of pounds by making use of these tax year end pension planning opportunities
Can you use your pension to pay less tax? Last minute tips for high earners before tax changes...
Mailonsunday.co.uk - Can you use your pension to pay less tax? Last minute tips for high earners before tax changes kick in next month
How to boost your pension with tax tricks
Telegraph.co.uk - How to boost your pension with tax tricks
Save thousands of pounds by making use of these tax year end pension planning opportunities
The tax year end is fast approaching and higher earners may want to make the most of the tax relief available to them on pension contributions.
Are britons back in the pensions saving habit
Actuarial Post.co.uk - Are britons back in the pensions saving habit
Pension saving nears decade highs
Personal pension saving has returned to near record levels, with a 7.8% rise in contributions to personal pensions in 2011/12, analysis by investment platform provider AJ Bell shows.
Pension contributions hit decade high
Your Money.com - Pension contributions hit decade high
Pension contributions up 7.8% in 2011-2012
Institute of Leadership & Management.com - Pension contributions up 7.8% in 2011-2012
Sipp providers divided over FSA cap ad proposals
Citywire.co.uk - Sipp providers divided over FSA cap ad proposals
AJ Bell: Traditional ideas of retirement are pensionable
Institute of Financial Planning - AJ Bell: Traditional ideas of retirement are pensionable
AJ Bell: Traditional ideas of retirement are pensionable
What is retirement? Is it just the day you give up reliance on being remunerated in one way and live on the savings and financial resources that you have built up? If it is, then you’ll need a clear idea of what you need to live on and at what age you’re going to retire, so that resources can be allocated accordingly.
Financial Education is the first big step
FTAdviser.com - Financial Education is the first big step
Bankruptcy law puts pension under attack
Moneymarketing.co.uk - Bankruptcy law puts pension under attack
Bankruptcy law puts pension under attack
One of the pensions subjects that has had my attention for the last few months has been that of pensions and bankruptcy, following the Raithatha v Williamson case earlier in the year.
Business news in brief
menmedia.co.uk/heywoodadvertiser - Business news in brief
Pensions and Bankruptcy
In many areas of life it is the same, just when you think you know how something works an event occurs to throw it all back up into the air.
Financial education should start at the end, with pensions
Low-cost investment platform provider AJ Bell is urging the Government to include lessons on pension planning in its reform of the national curriculum after it announced plans last week to bring compulsory financial education into schools for the first time.
Sippdeal launches free mobile dealing app
Low cost Investment platform and SIPP provider Sippdeal has announced the launch of its mobile dealing app.
Regulator urges providers to scrutinise pension transfers.
Moneymarketing.co.uk - Regulator urges providers to scrutinise pension transfers.
Pension savings are not safe from trustees in bankruptcy
George, 59, was thinking about retiring in the next few months and wanted to do a quick check on some issues.
How to be your own boss.
Telegraph.co.uk - How to be your own boss.
ETF's for your ISA
Investorschronicle.co.uk - ETF's for your ISA
Compare fund platform costs
Investors Chronicle - Compare fund platform costs
Plugging the pension gap
Moneyobserver.com - Plugging the pension gap
Plugging the pension gap
“The journey of a thousand miles starts with the first step,” claimed the Chinese philosopher Laozi. My wife would disagree. She’d insist it should start with us looking at the map or at the very least packing the Sat Nav. A lesson learned from a driving trip in Spain 2005.
AJ Bell holds workshops on post-RDR challenges for advisers
financialplanneronline.co.uk - AJ Bell holds workshops on post-RDR challenges for advisers
Savers need £1.8m pension pot to match backbench MP's salary
Telegraph.co.uk - Savers need £1.8m pension pot to match backbench MP's salary
AJ Bell announce RDR platform for change seminars
AJ Bell has today announced a series of national seminars looking at the post-RDR challenges facing advisers, and how platforms are changing to meet these demands.
Income drawdown reprieve not as good as it seems
Investors Chronicle - Income drawdown reprieve not as good as it seems
AJ Bell raises concerns over availability of increased drawdown rates
Investment platform and SIPP provider AJ Bell has raised concerns whether increased maximum drawdown rates, announced by the Chancellor at the recent Autumn Statement, will be made available to all clients in line with the timing set out by the Government.
What does the year have in store for platforms
Moneymarketing.co.uk - What does the year have in store for platforms
FSA initiative to crack down on Sipp Ucis advice
Moneymarketing.co.uk - FSA initiative to crack down on Sipp Ucis advice
Plugging the pensions gap
Low-cost investment platform provider AJ Bell has produced targets to help investors understand the full benefits of cuttings costs, starting early and saving regularly to plug the pensions gap.
Cover feature: Sipps and property
Financialplanneronline.co.uk - Cover feature: Sipps and property
Technical Update: Capital Adequacy
Financialplanneronline.co.uk - Technical Update: Capital Adequacy
Horrah for the flat-rate pension; it should encourage us to save
AOL Money - Horrah for the flat-rate pension; it should encourage us to save
Technical Update: Capital Adequacy
2012 was a long and difficult year for financial services, and the SIPP industry has had quite a rough time - even though its share of the market continues to increase.
Some pensions to rise by 20pc - but you may have to wait 14 months
Telegraph.co.uk - Some pensions to rise by 20pc - but you may have to wait 14 months
Standards body pledges to improve Sipps transfers
FTAdviser.com - Standards body pledges to improve Sipps transfers
Clean share classes: What the different platforms are offering
moneymarketing.co.uk - Clean share classes: What the different platforms are offering
Fund supermarket comparison site launches
MoneyObserver.com - Fund supermarket comparison site launches
Sippdeal warns flat rate pension will still leave people short
reuters.com - Sippdeal warns flat rate pension will still leave people short
Drawdown pensions cap to be lifted in March
Thisismoney.co.uk - Drawdown pensions cap to be lifted in March
The new State Pension is not enough to live on
bitterwallet.com - The new State Pension is not enough to live on
Drawdown limits to return to 120 per cent on 26 March says HMRC
financialplanneronline.co.uk - Drawdown limits to return to 120 per cent on 26 March says HMRC
AJ Bell claims drawdown change delays will hurt savers
Citywire.co.uk - AJ Bell claims drawdown change delays will hurt savers
AJ Bell: 26 March not soon enough for new drawdown limit
FTAdviser.com - AJ Bell: 26 March not soon enough for new drawdown limit
Drawdown rule change means drawdown investors must wait up to 14 months for review under new rules
Platform provider AJ Bell has said that large numbers of drawdown investors will be left angered at the prospect of not being able to benefit from increased drawdown limits for up to 14 months.
Govt confirms new drawdown limit start date
moneymarketing.co.uk - Govt confirms new drawdown limit start date
Want an 'Average Wage' Pension? It'll Cost More Than You Think
Pensioncalculator.org - Want an 'Average Wage' Pension? It'll Cost More Than You Think
AJ Bell warns flat rate pension will still leave people short
New figures from AJ Bell’s Sippdeal platform, released today, offer a stark warning to savers of how much they need on top of the new proposed flat rate pension to avoid hardship in retirement.
Want a minimum wage income in retirement? You'll need to save £130k
Citywire.co.uk - Want a minimum wage income in retirement? You'll need to save £130k
A 'living wage' pension? It'll cost you £500,000
telegraph.co.uk - A 'living wage' pension? It'll cost you £500,000
Pension at 45? Warning on 'early access' schemes
telegraph.co.uk - Pension at 45? Warning on 'early access' schemes
AJ Bell highlights New Year as the most popular period for a portfolio detox
Investment provider A J Bell has released figures showing the New Year period isn’t only for detoxing the body but is also used by investors to purge their portfolios of underperforming and unwanted investments.
Six key pension questions for 2013
iii.co.uk - Six key pension questions for 2013
AJ Bell acquires financial publisher msm media
financialplanneronline.co.uk - AJ Bell acquires financial publisher msm media
AJ Bell swoops for MSM Media
MENmedia.co.uk - AJ Bell swoops for MSM Media
AJ Bell Holdings Limited acquires MSM Media
AJ Bell Holdings Limited (AJ Bell) has today acquired MSM Media Limited and its trading subsidiary MoneyAM Limited (MSM) for an undisclosed amount.
AJ Bell buys financial publisher
Citywire.co.uk - AJ Bell buys financial publisher
AJ Bell acquires financial publishing business
FTAdviser.com - AJ Bell acquires financial publishing business
AJ Bell acquires financial publisher msm
moneymarketing.co.uk - AJ Bell acquires financial publisher msm
Case Study: How much is enough for DC retirement savings?
moneymarketing.co.uk - Case Study: How much is enough for DC retirement savings?
How much is enough for DC retirement savings?
The problem: A new client is looking at pension saving. What size of defined contribution fund will be needed to secure a comfortable income in retirement?
The cheapest global index trackers
lovemoney.com - The cheapest global index trackers
Aged 40? Expect to work till you're 70
telegraph.co.uk - Aged 40? Expect to work till you're 70
Income from my drawdown plan has dropped by £100 a week When will pensioners benefit from uTurn
thisismoney.co.uk - Income from my drawdown plan has dropped by £100 a week When will pensioners benefit from uTurn
Hands off our pensions apprentices face £1m pension tax bill
telegraph.co.uk - Hands off our pensions apprentices face £1m pension tax bill
Pensions in 2012: a busy year
FTAdviser.com - Pensions in 2012: a busy year
Pensions in 2012 a busy year
It is that time of the year again where I get asked to write a short piece looking at what has happened in the pension world in the last 12 months.
AJ Bell announces 39% increase in profit before tax to £26.5 million as AUA increase to £17.5bn
AJ Bell highlights the value of giving children an investment gift for Christmas
Platform provider AJ Bell has highlighted the potential benefits of parents and grandparents providing an investment gift to the children in their family.
Mike Morrison A review of pensions in 2012
Actuarialpost.co.uk - Mike Morrison A review of pensions in 2012
Cowie's quick guides, Part 4 - DIY Pensions
telegraph.co.uk - Cowie's quick guides, Part 4 - DIY Pensions
Income drawdown: 20pc more from your pension if you're happy to go it alone
telegraph.co.uk - Income drawdown: 20pc more from your pension if you're happy to go it alone
Mike Morrison A review of pensions in 2012
At the beginning of the year we were told that, in the ancient Mayan calendar, 2012 was the year that the world would end. Well, so far so good, but I understand that the key date is the 21st of December, so writing this could be somewhat academic.
Drawdown investors welcome U-turn on income limits
Investors Chronicle - Drawdown investors welcome U-turn on income limits
Sippcentre adds bulk trade platform technology
moneymarketing.co.uk - Sippcentre adds bulk trade platform technology
Mike Morrison: Short-term cash at expense of long term goals
moneymarketing.co.uk - Mike Morrison: Short-term cash at expense of long term goals
Mike Morrison: Short-term cash at expense of long-term goals
At 5.00am yesterday I started my trek up to head office in Manchester - a busy day with the added incentive of being at the coal face to respond to any announcements in the Autumn Statement.
Autumn Statement 2012
Andy Bell’s notes and comments on today’s Autumn Statement….
Pensions victory: Drawdown savers who saw income slashed by up to half handed a lifeline as...
thisismoney.co.uk - Pensions victory: Drawdown savers who saw income slashed by up to half handed a lifeline as Osborne raises cap
Autumn Statement: DIY pension savers get 20pc rise in income
telegraph.co.uk - Autumn Statement: DIY pension savers get 20pc rise in income
Autumn Statement 2012: Pensioners are big winners as Telegraph campaign succeeds
telegraph.co.uk - Autumn Statement 2012: Pensioners are big winners as Telegraph campaign succeeds
120% max GAD limit reinstated in Autumn Statement
Wsandb.co.uk - 120% max GAD limit reinstated in Autumn Statement
120% GAD limit reinstated in Autumn Statement
IFAonline - 120% GAD limit reinstated in Autumn Statement
AS 2012: drawdown income limit to return to 120% but no date set
moneymarketing.co.uk - AS 2012: drawdown income limit to return to 120% but no date set
Government U-turn capped drawdown limit
Money Observer - Government U-turn capped drawdown limit
The cheapest index trackers
lovemoney.com - The cheapest index trackers
How retirement income is adapting to change
ifaonline.co.uk - How retirement income is adapting to change
Osborne's Autumn Statement: What can we expect
AOLMoney.co.uk - Osborne's Autumn Statement: What can we expect