Five things to know before accessing pension freedoms
During the first bear market since they were introduced
AJ Bell
-
-
FCA halts 10% drop rule amid coronavirus pandemic
‘They can increase customer anxiety and are a blunt instrument’
-
What are the changes to the tapered annual allowance?
And is it just a ‘sticking plaster solution’?
-
If IHT was cut to 10% – what would it mean for advisers?
Rumours UK chancellor could also introduce a £30,000 cap on gifts in inheritance game changer
-
UK pension tax relief reform cannot just be ‘political play’
Industry worried that 20% cut would do ‘more harm than good’
-
Industry still facing ‘tsunami’ of pension freedom challenges
Record year as flexible payments hit £9.4bn in 2019
-
Woodford investors to receive 75% of fund value in first payout
They remain in the dark about timelines for the illiquid portfolio
-
Investment platform rolls out ‘competitive’ pension account
Aimed at advised clients with pots of £250,000 or less
-
Pension tax relief system ‘no longer fit for purpose’
UK government confirms Budget date, as AJ Bell’s Selby warns reviews ‘will open up Pandora’s Box’
-
AJ Bell to roll out third-party DFM models
In tandem with a retirement investment account in 2020
-
Income drawdown jumps 99% in five years
With Brits withdrawing £18.5bn from pension pots in 2018/19 alone
-
Will IFA acquisitions be scuppered by DB pension transfers?
Anything that represents risk and potential future liability will impact valuation and M&A deals