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Personal Finance

  • Retail Acquisitions may not have been fully aware of the BHS pension position when it first explored buying the retailer

    May 25, 2016

    BHS' pensions fund trustees today told MPs that Retail Acquisitions may not have been fully aware of the pension scheme position when it began the process of buying the business.  Speaking in front of the Work and Pensions committee and the Business, Innovation and Skills committee, Chris Martin, chair of the BHS Pension Fund Trustees, pointed [...]

  • How your pension could cost you £13,500

    May 24, 2016

    Those who haven't reviewed their pension contributions since a string of rule changes came into force earlier this year could find themselves facing a hefty tax bill, a London accountancy firm is warning today. Blick Rothenberg has cautioned that people who haven't altered the amount they are topping up their pension pot with since the annual allowance was lowered [...]

  • Despite paltry interest rates, annuities are making a comeback

    May 24, 2016

    When pension freedoms were introduced last year, the over 55s were widely expected to shun annuities for more flexible forms of investment for their retirement. Long criticised for their poor value and rigidity, these financial products – which provide a guaranteed income for life – have looked even less attractive in recent years, as rates [...]

  • Performance vehicle: Five tips to get the most mileage from your Sipp

    May 24, 2016

    Whether you’re a young saver prepared to take on more risk, or a retiree who doesn’t want to trade their nest egg for an annuity, self-invested personal pensions (Sipps) are tax-efficient vehicles which put you at the controls. Also known as DIY pension schemes, Sipps can be used to invest in any number of assets [...]

  • Workplace pensions: In praise of the humble master trust

    May 18, 2016

    I woke up this weekend to a series of vaguely apocalyptic headlines about workplace pensions, master trusts in particular.  And today none other than the country's most revered pensioner, Her Majesty The Queen, has opined on the topic. Being managing director of Smart Pension, a provider of workplace pensions via our own secure master trust, I must speak [...]

  • Report slams “shocking” level of pension scheme investment in hedge funds

    May 17, 2016

    A new report has condemned the "shocking" level of UK pension scheme investment in hedge funds. SCM Direct condemned the “shockingly poor transparency” around costs and holdings, saying that many members would be unaware of the extent of their hedge fund investments. Read more: Hedge fund boss Paul Marshall to make Brexit donation The research estimated [...]

  • MPs warn that not enough is being done to protect consumers from mis-selling, and that the recently introduced pensions freedoms could spark a whole new scandal

    May 13, 2016

    MPs are warning that the next financial scandal could be on the horizon, as too little is being done to address the cultural aspects that lead to wrongdoings, such as payment protection insurance (PPI) mis-selling, while a landmark pensions change has created new opportunities for such behaviours to flourish.  A report released today by the Public Accounts Committee (PAC) [...]

  • Live: Pensions lifeboat says that it had concerns about the BHS pension scheme in 2012

    May 9, 2016

    The BHS' pension scheme was on the Pension Protection Fund's (PPF) radar as far back as in 2012, MPs were told today. Alan Rubenstein, chief executive of the PPF, also explained to a committee hearing that the scheme had a 23-year recovery plan at that point, which is significantly longer than would usually be allowed.  Lesley Titcomb, [...]

  • Finance directors living in fear of pension schemes, particularly following BHS collapse

    April 28, 2016

    Tata Steel and BHS are not the only companies with problematic pensions, as research out today has found that many finance directors have concerns about their own firm's retirement vehicles. The study by Hymans Robertson discovered that one in seven finance directors believe their company's defined benefit (DB) pension is a major risk, while the Pensions Policy [...]

  • The increasing number of self-employed people is causing a real headache for pensions

    April 28, 2016

    The recent trend towards self-employment could potentially create problems for pensions, a report out today warns. According to the research by the Federation of Small Businesses (FSB), self-employment is now at its highest level for 40 years but less than a third (31 per cent) of those who are self-employed are saving into a private pension. Meanwhile, 15 [...]

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