Customers will soon be able to view any nominated beneficiary details on their workplace pension plan.
Listen to Fiona Hanrahan and Ryan Medlock in our latest podcast as they discuss Responsible investment and the impact that regulation has had on this to date.
The last date for requiring a pension scheme to pay an annual allowance charge arising from tax year 2019/20 is 31 July 2021. Here we explain more about 'scheme pays' and what employers and their employees need to do.
We recently surveyed 2000 people to carry out research into pension tax. Over a quarter of Brits say they’ve never heard of tax relief and only 15% have a full understanding of tax relief on pension contributions.
From mid-July we’re enhancing the way you and your clients log in to our online service. These changes will make it safer and simpler for you to access your account.
Every quarter, our drawdown governance service (DGS) calculates a new income sustainability score for your clients, based on what's happening in the market.
In our latest podcast, Craig Muir and Justin Corliss from our Intermediary Development and Technical team consider why now is an ideal time for advisers to discuss pension switching with their clients.
Justin Corliss, Senior Development and Technical Manager, looks at the opportunities available to advisers in the workplace pension market.
A recent survey has highlighted the need to help clients understand the benefits of pensions tax relief and what it could mean for their pension savings.
Pensions are always talked about as being ideal for IHT planning as they ‘re not normally subject to IHT - this makes them very attractive for clients who may be facing a huge IHT bill.
The current market has brought real opportunities to discuss pension switching with your clients.
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'.
Moira Warner considers the response to the consultation to tackle age discrimination, arising from the transitional arrangements introduced to Public Sector pension schemes in 2015 - perhaps more commonly known as the McCloud and Sergeant cases.
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.