Displaying items by tag: websterblog
Friday, 20 September 2019 07:00
Lisa Webster: Drawdown advice 2020
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.
Published in
Comment and Blogs
Tagged under
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.
Published in
Comment and Blogs
Tagged under
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.
Published in
Comment and Blogs
Tagged under
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.
Published in
Comment and Blogs
Tagged under
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.
Published in
Comment and Blogs
Tagged under
Wednesday, 24 April 2019 12:26
Lisa Webster: How will divorce changes affect SIPPs?
It has recently been announced that divorce laws will be changing.
Published in
Comment and Blogs
Tagged under
Tuesday, 02 April 2019 10:30
Lisa Webster: Softening the annual allowance blow
It seems a long time since we had an annual allowance (AA) of £255,000. These days most pension savers are restricted to £40,000, but the money purchase annual allowance (MPAA) and the horribly complex tapered annual allowance (TAA) impose significant further restrictions for many. HMRC’s pension contribution statistics for 2016-17 tax year give us the first indication of the impact of the tapered annual allowance, and it’s not pretty.
Published in
Comment and Blogs
Tagged under
News from Twitter
Articles by Keyword
AJ Bell
AMPS
annuities
Autoenrolment
Barnett Waddingham
Curtis Banks
DWP
FCA
FOS
FSCS
Hargreaves Lansdown
HMRC
James Hay
Lisa Webster
Mattioli Woods
Pension
pensions
pension transfers
Platforms
regulation
retirement
retirement planning
Sipp
Sipps
Ssas
The Pensions Regulator
TPR
Webster
websterblog
Xafinity