Investors Trust and QB Partners join forces
Partnership aims to help advisers with tax, trust, estate and pension planning issues
David White
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£1.5bn needed to square up DB pension transfer gender gap
Advisers could play a key role in ensuring relevant clients are identified
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Landmark pension equalisation ruling a ‘headache’ for schemes
DB pension transfers from 1990 onwards may require compensation as a result
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Giving pension trustees more powers will not stop scams
As retirees are still at risk after transferring out of their DB schemes
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Advisers continue exodus from DB transfer market
As over 190 firms gave up permissions in the last three months
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What will higher pension freedoms age mean for Qrops?
Thousands of schemes were removed from HMRC’s list amid compliance issues in 2015/16
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Scrapping pensions triple lock ‘unacceptable’, Brits say
Chancellor faces backlash over measures to ease coronavirus economic fallout
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What does Brexit mean for the Qrops overseas transfer charge?
Just one of thousands of details that need to be clarified
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How new Isle of Man pension freedoms differ starkly from the UK
The Isle of Man budget on 20 February introduced the concept of pension freedoms to the island’s pensions legislation, setting out some stark differences to the already established UK rules.
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Hong Kong drops off HMRC Rops list
HM Revenue & Customs has removed all 19 Hong Kong recognised overseas pension schemes (Rops) from its online notification list.
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Analysis: Regulatory scrutiny keeping UK advisers on their toes
Advisers must stay on the ball as the UK regulator continues to tweak pension transfer rules in an attempt to get a handle on this rapidly evolving sector.
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Qrops transfer rights secured but specialist advice essential
The UK government’s decision to make pension transfers into recognised overseas schemes a statutory right has been welcomed by the industry, but experts caution that advisers will need real expertise to ensure clients don’t fall victim to scams.