Trivial commutation
3 March 2015
Taking all of a pension pot as a lump sum When someone reaches retirement, they can take up to 25%...
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Pensions freedom
3 March 2015
10 things about the wide-ranging changes you should know The pension system is completely being overhauled to enable individuals to...
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Who benefits from pensions freedom?
3 March 2015
Taking advantage to legally minimise the tax paid T he main beneficiaries of the pensions freedom reforms are likely to be...
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Pension fund access in full
3 March 2015
New legislation allows increased payment flexibility If someone is a member of a defined contribution scheme from 6 April 2015,...
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Open Market Option
3 March 2015
Shopping around to obtain a higher rate Prior to the commencement of the pensions reform changes, historically purchasing an annuity...
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Defined Benefit Pension Schemes
3 March 2015
Salary-related pension based on the number of scheme membership years Some employers offer these schemes, also known as ’salary-related pension schemes’. When...
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Defined Contribution Pension Schemes
3 March 2015
Building up a pot of money that can be used to provide an income in retirement With a defined contribution...
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Defined Benefit transfers
3 March 2015
Safeguards to protect pension benefits Transfers from defined benefit schemes to defined contribution schemes will continue to be allowed (but...
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Payment options
3 March 2015
Defined benefit pension schemes beyond 6 April 2015 The transitional rules on triviality and small pots will continue to apply...
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Retirement products
3 March 2015
Tax rules amended to allow greater innovation The tax rules will also be amended to allow innovation in retirement products....
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Cashing in pension benefits
3 March 2015
New system to encourage further pension saving Currently someone in income drawdown cannot receive tax relief on future contributions. To...
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Tax-free lump sum on death
3 March 2015
Freedom to pass on an unused defined contribution pension People with defined contribution pension savings will no longer have...
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Income withdrawal
3 March 2015
Interim rules from 27 March 2014 Unlike a conventional personal pension, which is used to build up a pension fund...
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Maximising your income levels in retirement
3 March 2015
Why having a target in mind clearly makes a difference to fund this stage of your life A recently published...
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New landscape for later-life planning
3 March 2015
Making informed decisions about how to best use your savings and manage your income in retirement More than one in...
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Meet the Full Nesters
9 January 2015
Providing financial support for adult offspring what are the implications Parents with adult children living under their roof are spending £1,200 more than their Empty Nester counterparts each...
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Gender gap closing
9 January 2015
Report shows the proportion of people preparing adequately for retirement is on the up The number of women saving adequately for retirement has shifted from a record low to a four-year high...
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New pension freedoms
9 January 2015
How future retirees may take advantage of their pension lump sums Research showing how retirees use their pension lump sums...
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Class of 2014 expectations
9 January 2015
What are the hopes of last year’s university leavers? 2014′s university leavers expect to have bought their first home by the age of 30, according to research published...
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Rise of the part-time landlord
9 January 2015
Letting properties on the side boosts income Britain is seeing a boom in ‘part-time’ landlords where people are letting properties on the side to boost their...
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