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A J ReBELLion
www.pensionrocks.com - A J ReBELLion
2012: A year of challenges for Steve Webb
www.moneymarketing.co.uk - 2012: A year of challenges for Steve Webb
Where will platform regulation lead?
January is always a strange month; abstinence from alcohol, the long dark days and the Christmas credit card bill make it a month I am always keen to put behind me. The 3rd of January saw winds of up to 100 mph batter central Scotland.
HMRC, QROPS and the Seven Year Itch
Mention the words “Seven Year Itch” and you’d probably think of the fable that men are more likely to have an affair in their seventh year of marriage. You might also visualise Marilyn Monroe in that white dress from the film of the same name.
SURVEY GSIPPs Are you a groupie?
www.pensionsworld.co.uk - SURVEY GSIPPs Are you a groupie?
HMRC relaxes carry forward pension rule
www.pensionsworld.co.uk - HMRC relaxes carry forward pension rule
Crackdown to stop Qrops bypassing UK tax rules
www.moneymarketing.co.uk - Crackdown to stop Qrops bypassing UK tax rules
Grabbing a flexible lifeline
www.ifaonline.co.uk - Grabbing a flexible lifeline
AJ Bell Charity Abseil
www.princestrust.co.uk - AJ Bell Charity Abseil
Investment Awards supplement
www.investorchronicle.co.uk - Investment Awards supplement
HMRC increases the spotlight on potential abuse of overseas transfer system
The Government has revealed a series of new measures to highlight any potential abuse of the QROPS (qualifying recognised overseas pension scheme) system which allows pension savers to transfer their pension schemes overseas. The new rules will come into force from 6 April 2012.
£100,000 'carry forward' bonus for investors
www.ft.com - Tax advice of the week - £100,000 'carry forward' bonus for investors
HMRC rethink boosts carry forward
www.moneymarketing.co.uk - HMRC rethink boosts carry forward
New carry forward pension rule interpretation provides opportunity for pension investors
A new interpretation of the pension rules has opened up opportunities for pension investors to make significant contributions to their pension scheme.
HMRC changes pension rules
www.ftadviser.com - HMRC changes pension rules
HMRC carry forward ruling gives boost to pension savers
www.citywire.co.uk - HMRC carry forward ruling gives boost to pension savers
HMRC relaxes pension 'carry forward' rules
www.ifaonline.co.uk - HMRC relaxes pension 'carry forward' rules
Osborne facing calls to review pension drawdown rules
www.moneymarketing.co.uk - Osborne facing calls to review pension drawdown rules
Charges debate for execution only platforms – a comparison of the leading providers
There has been a great deal of discussion recently on the pricing structure of retail investment platforms and funds in the execution only DIY market. Changes to how investment platforms apply their charges have started to surface.
Diary of a Top Stocker: my ranking of share dealing services
www.citywire.co.uk - Diary of a Top Stocker: my ranking of share dealing services
Disclose fees, but don't lay it on too thick
www.ft.com - Disclose fees, but don't lay it on too thick
Government forces drop in wealthy pensioners' income as euro crisis hits drawdown
www.dailymail.co.uk - Government forces drop in wealthy pensioners' income as euro crisis hits drawdown
AJ Bell adds funds to Sippcentre to meet RDR demand
www.ifaonline.co.uk - AJ Bell adds funds to Sippcentre to meet RDR demand
AJ Bell adds 1,000 funds to the Sippcentre platform’s core range
A J Bell today announced the addition of 1,000 funds to their core fund range available on the Sippcentre platform.
AJ Bell adds 1,000 funds to SIPP platform
www.citywire.co.uk - AJ Bell adds 1,000 funds to SIPP platform
Why the government must stop treating pensioners like babies
www.telegraph.co.uk - Why the government must stop treating pensioners like babies
Warning on cuts to tax relief
www.ft.com - Warning on cuts to tax relief
Drop in pension income is 'kick in the crotch'
www.telegraph.co.uk - Drop in pension income is 'kick in the crotch'
50 per cent taxpayers' pension dilemma
www.investorschronicle.co.uk - 50 per cent taxpayers' pension dilemma
How to combine your pension pots - and why it makes sense
www.thisismoney.co.uk - How to combine your pension pots - and why it makes sense
Surprise as slow platform growth put down to adviser 'discontent'
www.ifaonline.co.uk - Surprise as slow platform growth put down to adviser 'discontent'
Child SIPP takes a longer view
www.ft.com - Child SIPP takes a longer view
Platforms sign up to Origo's pension transfer service
www.ifaonline.co.uk - Platforms sign up to Origo's pension transfer service
Cash and tarry?
www.moneymarketing.co.uk - Cash and tarry?
Junior ISAs set to launch
www.moneywise.co.uk - Junior ISAs set to launch
Refusing to budge
My late mother was very fond of using sayings to express herself. If I am honest, whilst they all remain precious to me, not all of them made sense. “That guy has a head full of broken motor cars” was a particular favourite, used to describe men with an unstable state of mind! Every now and then she would come out with something a little more sensible. She would always encourage you to look to avoid a fight but if that was not possible she would say “Pick your battles carefully and make sure they are big enough to matter but small enough to win.”
Fit for purpose
On 22 June 2011 the Office for National Statistics released a number of interesting “Pension Trends” statistics. A few topical snippets jumped out:
95% of private sector pensions have no inflation protection at all
www.telegraph.co.uk - 95% of private sector pensions have no inflation protection at all
Jisas prepare to launch
www.moneyobserver.com - Jisas prepare to launch
Platform leaders: five platforms discretionaries should be on
www.citywire.co.uk - Platform leaders: five platforms discretionaries should be on
AJ Bell gathers support for drawdown reform
www.ftadviser.com - AJ Bell gathers support for drawdown reform
Sippdeal announces £4.95 online dealing charge
Low cost award winning platform Sippdeal today announces the launch of a new £4.95 online dealing charge across its SIPPs, ISAs and Dealing Accounts.
Pension investors and advisers call for change to drawdown income limits
Research announced today demonstrates that pension investors and advisers universally support A J Bell’s call for the Government to change the rules for calculating drawdown income limits.
AJ Bell gains overwhelming support for drawdown reform
www.citywire.co.uk - AJ Bell gains overwhelming support for drawdown reform
AJ Bell wins support for drawdown campaign
www.ftadviser.com - AJ Bell wins support for drawdown campaign
AJ Bell - industry wants drawdown reform
www.ifaonline.co.uk - AJ Bell - industry wants drawdown reform
Government urged to act over drawdown
www.ft.com - Government urged to act over drawdown
Pensioners' £4,000 a year worse off as inflation and low interest rates take their toll
www.telegraph.co.uk - Pensioners' £4,000 a year worse off as inflation and low interest rates take their toll
QE2 will cut income from drawdown
www.moneymarketing.co.uk - QE2 will cut income from drawdown
Quantitative Easing: Fresh squeeze is likely as BoE opts for further QE
www.scotsman.com - Quantitative Easing: Fresh squeeze is likely as BoE opts for further QE
AJ Bell reveals impact of quantitative easing
www.ftadviser.com - AJ Bell reveals impact of quantitative easing
Newly retiring over 55s warned of 'permanent' income crunch on back of Bank's new money printing
www.dailymail.co.uk - Newly retiring over 55s warned of 'permanent' income crunch on back of Bank's new money printing
Savers warned pension income could fall
www.ft.com - Savers warned pension income could fall
Hoban accused of ducking issue by pensions boss
www.ftadviser.com - Hoban accused of ducking issue by pensions boss
The prince of Denmark
www.ftadviser.com - The prince of Denmark