Displaying items by tag: Lisa Webster

Friday, 10 January 2020 14:21

Lisa Webster: Budget date will bring headaches for some

Lisa Webster, senior technical consultant at AJ Bell

As you will no doubt be aware, we have recently had the budget date announced as 11 March. This is somewhat later than anticipated, not least because the Conservatives pledged a post Brexit Budget in February as part of their election campaign.

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Friday, 20 December 2019 14:22

Lisa Webster: Are people really forgetting the taper?

Lisa Webster, senior technical analyst at AJ Bell

Forgetting the taper may be wishful thinking for those of us in the pensions world but most of the general public (NHS aside) may be blissfully unaware.

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Wednesday, 20 November 2019 08:00

Lisa Webster: Junior SIPPs – how to pass on pension funds tax free

Starting a pension for a child is a very long-term investment, and probably one only considered by high net worth individuals who have used every available tax wrapper to the max. Given the most that can be paid in for someone with no earnings is £3,600 gross a year, it’s important that any pension started is low-cost or the tax benefits can quickly be wiped out.

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Monday, 21 October 2019 07:00

Lisa Webster: Pension property panacea?

I joined the industry at the start of 2005, when A-day was approaching and a whole new world of simplified pensions was on the horizon.

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Friday, 20 September 2019 07:00

Lisa Webster: Drawdown advice 2020

Lisa Webster, Technical resources consultant at AJ Bell

I’ve spent the last few weeks travelling the length of the country talking about the Retirement Outcomes Review (ROR) and what it means for advisers and their clients.

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Friday, 16 August 2019 10:12

Lisa Webster: We must wake-up to risk warnings

On 1 November we will see the first big changes come into force as a direct result of the Retirement Outcomes Review (ROR) – the FCA’s big piece of work on the post-pension freedoms world. Although the ROR focuses primarily on non-advised clients there are knock-on effects that will be felt by all clients, and their advisers too.

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Tuesday, 23 July 2019 12:19

Lisa Webster: Calls for independent pension commission grow louder

An independent pension commission is something for which we at AJ Bell have long campaigned.

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Friday, 21 June 2019 08:00

Lisa Webster: What about workplace SIPPs?

You may be forgiven for thinking regulations in respect of workplace pensions has little to do with SIPPs, yet recent proposals from the FCA could catch many thousands of SIPPs in the workplace net.

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Wednesday, 12 June 2019 08:53

Lisa Webster: IHT, ill health and pension transfers

Staveley will be a familiar name to many. The test case for IHT treatment of pensions following transfer in ill health has been in the news many times since Mrs Staveley’s passing all the way back in December 2006.

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Wednesday, 24 April 2019 12:26