At this week’s Handelsblatt occupational pensions conference in Berlin, he pointed out that the holistic balance sheet approach was “really a Solvency II concept with additional regulation for occupational pensions”.
David Hetherton, CEO, Walker Crips Wealth Management says: “It would help both clients and financial advisers with planning if we knew the annual pension allowance would stay the same at £40,000 along with ISA and Inheritance Tax (IHT) limits.
Only one in 10 defined contribution schemes have appointed professional trustees, as opposed to a quarter of defined benefit schemes, according to research from Premier
Buying a decent annuity for your retirement usually means having a very hefty pension pot to draw upon. Another, often cheaper, solution is to remain invested
Poland’s controversial second-pillar pensions law, which took effect in 2014, is facing a new legal challenge.
In an annex to a paper published this morning setting out new rules on advice from pension schemes with ‘safeguarded’ benefits, the regulator sought to quantify how many savers might seek to ‘irrationally’ transfer.