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Claire Trott: The worrying statistics on overpaid pensions tax

Each quarter, HM Revenue & Customs publishes statistics on what has been happening since the pension freedoms came into force. While currently lacking context as they were optional last year, some new figures published this quarter are very interesting. They relate to the amount of tax that has been overpaid by members who have flexibly […]

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Tony Wickenden: Key pension takeaways from the Autumn Statement

Last week saw Chancellor Philip Hammond deliver his first (and last) Autumn Statement. I liked his delivery style – and his asides.  Understandably, there was a strong focus on growth, debt, infrastructure and post-Brexit uncertainty. Hammond, with reference to the Office for Budget Responsibility input, was preparing us for potentially tough times ahead. There was […]

Hargreaves and Transact scoop top gongs at Platforum awards

Hargreaves Lansdown and Transact have scooped the top prizes at the 2016 Platforum Awards. Based on over 10,000 financial adviser reviews, Transact came out on top as the best adviser platform over £10bn, the third year in a row it has won the award. Platforum research director Heather Hopkins says Transact’s success has been largely down […]

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