Back in its Financial Advice Market Review of 2016, the FCA recommended the Treasury should challenge the industry to make a Pensions Dashboard available to consumers by 2019. Even then the concept of a dashboard wasn’t new – the recommendation was made due to the limited progress that had been made to date.
Over the last few months, we’ve seen several announcements of big changes to income tax.
In his latest column for SIPPs Professional, SSAS and SIPP expert Martin Tilley of Westbridge SSAS looks at the role of ESG in pension selection.
As the saying goes, nothing is certain except death and taxes. When you put the two together you get inheritance tax (IHT) and in my experience of the pension world the subject of IHT is also certain to come up on a regular basis – I’ve had two queries on the subject in the last two days.
When George Osborne dropped his Pension Freedom bombshell in his now infamous 2014 budget I was on maternity leave.
In his latest column for SIPPs Professional, SSAS and SIPP expert Martin Tilley looks at the importance of trustees and taking steps to protect their responsibilities...
It’s been eight months since the DWP made changes to the statutory right to transfer. Over that time the number of transfers being held up by the new anti-scam measures appears to have steadily increased.
In his latest article, SSAS and SIPP expert Martin Tilley looks at why SSASs are so unloved by some advisers...
Whether or not an attorney can appoint a discretionary investment manager is a question that has come up a number of times over the last couple of months. The position on this has changed following updated guidance from the Office of the Public Guardian (OPG), so maybe it is no wonder confusion still abounds.
I last wrote in my column on SIPPs Professional about the changes to Normal Minimum Pension Age (NMPA) back in October, when the rules were still under consultation. The industry had highlighted many issues with the proposals and asked for a re-think in terms of how the changes were brought in.