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What does 2020 hold for Pensions?

Thinking of transferring your UK pension in 2020? We take a look at a number of changes taking place and things you might need to be aware of in the UK pension world in 2020. Summary Defined Benefit transfers over £30,000 harder to transfer UK Lifetime allowance increased to £1.073m for 2020-2021 year Investment pathways […]

Pension cold-calling ban takes effect

A ban on nuisance calls about pensions has now come into force but people are still being urged to be on their guard. Cold-calling has been used by fraudsters trying to steal life savings or persuade people to invest in high-risk schemes. Some 10.9 million unsolicited pension calls and messages are made a year, according […]

Latest changes to QROPS rules 2017

The latest UK Budget 9th March 2017 included a number of changes to the QROPS rules. These include  the Overseas Transfer Charge from 9th March 2017 exemptions apply. New QROPS Flexi access for Pensions after age 55 inline with UK rules giving more choice on how you take your retirement income. 10 year HMRC reporting […]

FMA warns: beware of misleading advertising promoting UK pension scheme transfers

Media Release MR No. 2014 – 047 18 December 2014 The Financial Markets Authority (FMA) is warning people to be cautious of potentially misleading and deceptive advertising about transferring United Kingdom pension scheme entitlements to New Zealand. The FMA has been monitoring promotional materials and advertisements that encourage people to transfer their UK pension scheme […]