Category Archives: Pensions – Post Retirement

Topical news & articles on pension planning for individuals fast approaching or reaching retirement age

plan-for-retirement
Minimum Retirement Age Confirmed To Increase To 57

Following a recent question posed by Labour MP Stephen Timms to the Chancellor, Conservative MP [...]

07
Sep
retirement-death-benefits
The Right Pension: Death Benefits

It is apparent that the current Coronavirus pandemic has focused the minds of many when [...]

20
Jul
Tax Free Cash (TFC)
Pension Review: Tax Free Cash (TFC)

In the third of a series of articles, we take a look at another important [...]

02
Oct
Guaranteed Annuity Rates (GARs)
Pension Review: Guaranteed Annuity Rates (GARs)

In the first of a series of articles we take a look at some of [...]

21
Sep
Pension Annuity Changes

1st March 2018 sees the introduction of the Financial Conduct Authority’s annuity comparator requirements. The [...]

02
Feb
To Nominate Or Not To Nominate
To Nominate Or Not To Nominate

Most pensions, but not all, are subject to a master trust whereby the pension provider [...]

05
Jun
General Election Causes Re-Think On Triple Lock Pension Promise
General Election Causes Re-Think On Triple Lock Pension Promise

The call of the General Election on 8th June has caused rumour-mongering about the current Conservative manifesto (from 2015) [...]

20
May
The Pension Advice Allowance
The Pension Advice Allowance

From 6th April 2017, the Pension Advice Allowance (PAA) allows the withdrawal of up to [...]

12
May
Pension Death Benefits Revisited
Pension Death Benefits Revisited

With pension flexibility came changes in taxation of death benefits. Most pensions are written in [...]

27
Sep
Danger With Recycling
Danger With Recycling

We have become a nation of recyclers but beware – you shouldn’t recycle everything without [...]

02
Aug
Penson Death Benefits
Dying for a Pension Review – Penson Death Benefits

It goes without saying there are a multitude of reasons to review your pension. Our [...]

18
Apr
New State Pension
New State Pension

From 6th April 2016, the new single tier State Pension (SP) will become payable to [...]

05
Apr
The Easter Bunny Delivers Pension Reforms
The Easter Bunny Delivers Pension Reforms…And Warnings

Happy Easter everyone!! We hope you enjoyed the well earned break and rest. Over the [...]

07
Apr
Pensions Become Even More Attractive

Not only is pension flexibility on the horizon next year but more changes have been [...]

13
Oct
Pension Flexibility Full Steam Ahead
Pension Flexibility Full Steam Ahead

The Government yesterday published their ‘Freedom and choice in pensions: Government response to the consultation’ [...]

22
Jul
Interim Pension Income Rules – Flexible Drawdown
Interim Pension Income Rules – Flexible Drawdown

In the first of two articles, we took a look at the new interim pension [...]

04
Jun
Interim Pension Income Rules – Capped Drawdown
Interim Pension Income Rules – Capped Drawdown

With effect from April 2015 the rules that apply to the way individuals access funds [...]

02
Jun
Dutch Pension - Let’s Go Dutch
Let’s Go Dutch – Review of the Dutch Pension

There has been a lot of press and media coverage over the weekend about the [...]

02
Jun
The Pensions Annual Allowance Is Reducing
The Pensions Annual Allowance Is Reducing

In the second of our end of the tax year planning articles we look at [...]

11
Feb
Gold Medal Winning Pension Planning
Gold Medal Winning Pension Planning

As competitors in the recent Olympic Games will no doubt testify, you only get out [...]

08
Aug