Clare Moffat and Fiona Hanrahan explore the tax treatment of pension death benefits
Clare Moffat and Fiona Hanrahan look at the facts behind pension death benefits.
We shared £146million with 1.8 million customers in 2021
Without a will your client's property might not go to the person they want it to when they die
Our Senior Intermediary Development and Technical Manager, Justin Corliss looks at the reasons why drawdown transfers aren't happening and whether things will change with the introduction of 'Assessing Suitability Part 2'.
Financial wellbeing is about how comfortable your clients and their employees feel about their financial future.
We’re adding some additional checks to our ongoing servicing of workplace pension schemes. This will further tighten our money laundering controls needed to comply with the Fourth Anti-Money Laundering Directive (4AMLD) and may impact your clients' schemes or plans.
We’re adding some additional checks to further tighten our money laundering controls needed to comply with the Fourth Anti-Money Laundering Directive (4AMLD). These may impact your clients' plans.
From 1 February 2021, pension providers must offer ‘investment pathways’ to non-advised drawdown customers who move all or part of their pension savings into drawdown or transfer money already in drawdown to a new drawdown plan.
We're pleased to tell you that we've now moved to our new Alderley Park office.
Sadly, many people were made redundant in 2020 and often this isn’t the situation they would have wanted to find themselves in.
The tapering of annual allowance for high earners has been with us since 6 April 2016, but the parameters changed with effect from 6 April 2020.