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News by: William Robins

Sour spell for auto-enrolment could hit a sweet spot in 2015

by William Robins on Jul 25, 2014 at 14:03

People expecting more from their pension may not be a bad thing.

Pension shake-up will cause complaint culture

by William Robins on Jul 25, 2014 at 10:29

The Pension Ombudsman has reported a 21% increase in complaints.

Paraplanner Pointers: How to gather data for a suitability report

by William Robins on Jul 24, 2014 at 15:08

How do you make sure you have the right information for a suitability report? Gemma Siddle of Eldon Paraplanning and Alan Gow of Argonaut Paraplanning tell us how they do it.

Websites hit in pension liberation campaign

by William Robins on Jul 24, 2014 at 08:43

Websites frozen and arrest made in pension liberation campaign

Labour floats football Premier League levy

by William Robins on Jul 24, 2014 at 08:19

Football TV rights and betting targted by Labour's tax plans.

One in three will pay higher rate tax

by William Robins on Jul 24, 2014 at 08:19

Office for Budget Responsibility forecasts widening top tax net.

Wages hit as pension fears drive elderly back to work

by William Robins on Jul 24, 2014 at 08:18

Wages have fallen as elderly stay in work amid pension worries.

Paraplanner Profile: The Paraplanners

by William Robins on Jul 22, 2014 at 15:08

We take a look at The Paraplanners.

Gov't cuts deferred state pension increase rate

by William Robins on Jul 22, 2014 at 13:31

Increases to defered state pension payments will be sharply cut.

SFO launches forex investigation

by William Robins on Jul 22, 2014 at 08:03

The SFO has opened a criminal investigation into alleged rigging.

Sipp complaints rise as overall FOS cases fall

by William Robins on Jul 22, 2014 at 08:02

The FOS has seen a sharp drop in new complaints.

Gov't unveils annuity overhaul

by William Robins on Jul 21, 2014 at 12:56

More specialist products will result from annuity rule reforms.

Gov't to cut 55% death charge

by William Robins on Jul 21, 2014 at 11:43

The 55% death benefit tax charge on pensions will be cut and repalced by a new rate.

Gov't creates scheme override to allow Budget freedom access

by William Robins on Jul 21, 2014 at 10:17

The government will introduce a statutory override of DC scheme rules that determine when members retire.

Gov't allows DB to DC transfers and adds advice requirement

by William Robins on Jul 21, 2014 at 07:18

DB members will be able to access Budget freedoms but must receive advice n transfers.

Retail banks face in-depth review and break-up calls

by William Robins on Jul 18, 2014 at 07:48

Pressure is growing for a break up of banks as the retail sector faces calls for an in-depth investigation.

Gimme (tax) shelter: how to make the most of retirement

by William Robins on Jul 17, 2014 at 14:00

Music festivals aren't just for the young 'uns. Click through for tips on how best to spend cash in later life.

HMRC nets £1bn extra tax from high net worths

by William Robins on Jul 17, 2014 at 10:49

HMRC has made £1 billion in tax from high net worth individuals following a voluntary compliance exercise.

Paraplanner Pointers: How do you build your toolkit

by William Robins on Jul 16, 2014 at 15:44

We asked two paraplanners how they found the right tools and software packages for the job.

Paraplanner Profile: Alyson Brown of The Paraplanning House

by William Robins on Jul 15, 2014 at 14:11

Outsourced paraplanner Alyson Brown tells us about her workload and taking on extra clients.

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