Transfer value comparator and appropriate pension transfer analysis to replace much-maligned TVAS report in October The latest instalment in the long-running debate around defined benefit transfers was revealed by the FCA just before Easter. It was the response to the consultation it ran last summer. However, the landscape has changed since that point, with the […]
The Government has confirmed that the lifetime allowance 2018/19 will rise in line with inflation, but savers have been offered little else in the Autumn Budget. The lifetime allowance will increase from £1m to £1,030,000 to match CPI from 2018/19. Though the maximum amount the can be saved each year into a Junior Isa or […]
Research from Prudential conducted among UK private client solicitors shows a growing need for advisory work in equity release. Twenty nine per cent of solicitors believe demand for legal guidance in the area of equity release will increase in the next five years and over the last two years, one in four (26 per cent) […]
Aviva’s platform has reported a loss of more than £13m in 2017, according to results filed to Companies House. While the loss is an improvement from the £18.7m reported in 2016 on the back of higher revenue from increased assets under administration, the results come amid a glitch-ridden technology upgrade for the platform. Revenue in 2017 […]
By Jamie Clark, Business Development Manager We take a look at the Pensions Regulator’s latest auto enrolment compliance bulletin and the lessons that can be learned from it. With up to half a million smaller employers expected to reach their staging date during 2016, it’s likely that the Pensions Regulator (and the rest of the […]
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Along with all the other firms that provide advice on defined benefit transfers, we received our questionnaire from the FCA about the quantity and nature of cases we have handled since 2015. By the time you read this, the deadline for its return will have passed and those under scrutiny will have breathed a collective […]