Displaying items by tag: Elaine Turtle
Friday, 20 July 2018 14:33
Elaine Turtle: It's pension tax relief Groundhog Day
You could be forgiven for thinking that it was Groundhog Day again.
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Tuesday, 29 May 2018 10:28
Elaine Turtle: Financial Guidance Bill ‘ping pong’
Protecting consumers from unscrupulous scammers and conmen has been a priority for the financial services industry for some time.
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Monday, 14 May 2018 14:36
Elaine Turtle: Why post age 75 Sipp planning is more complex
The end of the tax year is traditionally a really busy time for adviser and SIPP providers.
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Thursday, 08 March 2018 10:22
Elaine Turtle: FCA right to scrutinise pensions competition
The beginning of February saw the FCA issue a discussion paper DP18/1: Effective competition in non-workplace pensions. Within the discussion paper, the FCA estimates that non-workplace pensions amount to around £400bn in AUM, double the amount invested in DC pensions schemes.
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Wednesday, 14 February 2018 12:05
Elaine Turtle: Expression of wishes needs to be priority
The run up to the end of the tax year can be a very busy time for advisers and is an ideal time to ensure that clients review their expression of wishes form. Trustees do have the discretion to select who will receive benefits, but will of course take account of any in an expression of wish form.
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Friday, 12 January 2018 14:28
Elaine Turtle: Out with the old, in with the new
Normally the end of the year is quiet in terms of changes to the pensions industry, but 2017 bucked this trend with a very sensible move by the Scottish government.
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Tuesday, 19 December 2017 15:01
Elaine Turtle: Big changes on property will affect SIPPs
From 1 April, just three months away, there are significant changes coming into effect that will impact the leases of commercial properties held within a SIPP or SSAS in the UK.
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Friday, 24 November 2017 17:47
Elaine Turtle: Capital adequacy – the unintended consequences
When SIPPs were created in Chancellor Lawson’s Budget speech back in 1989, the world was a different place. We were pre-financial crisis, pre-simplification, pre-freedom and choice and less engaged with saving for the long term, in part due to the pensions industry having been dominated by DB schemes.
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Friday, 29 September 2017 15:21
Elaine Turtle: Why crypto currency could be toxic
Crypto currency may sound like something from a science fiction movie or Series 11 of Doctor Who, which will see Jodie Whittaker become the first female Doctor, but the reality is investors are piling a lot of money into these vehicles.
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Thursday, 13 April 2017 11:17
Elaine Turtle: Why data protection matters to Sipps
Despite the current Brexit negotiations, the UK will forge ahead with the implementation of new data protection rules, which will see all previous legislation replaced.
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