Martin Jones

Martin Jones: Getting the most from pension sharing rules

The modern approach to pension sharing needs revisiting, given that the legislation is nearly 20 years old. The pensions world continues to evolve at a healthy rate of knots and advisers are used to staying on top of all the new products, features and functionality. However, the legislation that governs aspects of it does not. […]

Martin Jones: Tax wrapper tricks for kids

Savvy saving strategies for advisers to help clients make their children’s life goals achievable It is no secret that costs for the next generation look set to be higher than they have been for previous ones in many ways. Annual university tuition fees, for example, are currently capped at a staggering £9,000. However, rule changes […]

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What pension tax policymakers can learn from AE success

It is time for the Treasury to hand over pension tax reins The Department for Work and Pensions has just released its automatic enrolment review, which points to various factors it claims are indicative of the policy’s success. Between 2012 (when auto-enrolment started) and 2016, participation has increased among eligible employees from 55 to 78 […]