Displaying items by tag: AJ Bell
Friday, 26 May 2017 15:57
Mike Morrison: Let's talk about DB
As is to be expected, a lot of the conversations that I have recently had with advisers have centred around defined benefit (DB) transfers.
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Wednesday, 22 March 2017 09:43
Mike Morrison: Pension freedoms survival - Adapt or die
We are fast approaching at the second anniversary of the pension freedoms and the removal of the requirement to buy an annuity (officially that is – the real compulsion went several years before). In that two years the focus has been on the numbers – what has been cashed, how much tax has been generated, what product options are popular and very little on how the money has been spent.
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Wednesday, 22 February 2017 10:46
Mike Morrison: Important we get to bottom of Sipp complaints
I always take an interest in the figures from the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS) about SIPP claims.
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Monday, 20 February 2017 16:32
DWP proposes major overhaul to 'modernise' DB pensions
The Department for Work and Pensions has launched a Green Paper to consult on significant proposed changes to workplace Defined Benefit pensions which cover 11m people.
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Friday, 03 February 2017 12:13
Mike Morrison: We have a pensions conundrum on our hands
Two of the big things on the pension calendar for 2017 are John Cridland’s review of the state pension age and the review of auto enrolment. I like to think that the two reviews are linked in a linear way.
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Friday, 23 December 2016 09:39
Mike Morrison: Want a healthy debate? Serve up DB transfers
The one pension topic guaranteed to create a healthy discussion is that of defined benefit (DB) transfers.
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Thursday, 24 November 2016 10:19
Mike Morrison: When will we realise what we've done?
‘Another one bites the dust!’ A tenuous way to start an article I know, but it is in response to the news that another insurance company has decided not to continue in the annuity market (LV=).
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Thursday, 10 November 2016 10:01
Mike Morrison: Will Hammond start afresh?
If you are quiet you will hear the whoosh of kites being flown! It is that time of the year – with the Autumn Statement on the horizon, everyone wants their ideas to be considered. Some of those kites are a new age-related bonus system, a call for a ‘pensions bonfire’ (to get rid of complexity), and various suggestions of periods of no change and independent pension commissions.
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Thursday, 29 September 2016 10:49
Mike Morrison: School incapable of teaching pensions and tax
One of the big themes recently in all areas of business has been financial literacy and education, particularly in terms of bringing some degree of financial education to the school syllabus.
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Friday, 09 September 2016 15:42
SIPP and SSAS rules need overhaul to beat scams
AJ Bell has called for a reintroduction of the permitted investment list for Sipps as pension transfer values soar and fears grow about a rise in pension scamming.
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