- If you are in the process of arranging an annuity with a pension fund containing Protected Rights and you are married or in a civil partnership, you are currently obliged to provide for a 50% dependent’s pension. From April 6th 2012 the requirement to include this requirement is being removed.
- The threshold for payment of trivial commutation lump sums is being fixed at £18,000 rather than 1% of the Standard Lifetime Allowance (which falls from £1.8million to £1.5 million). This applies to the aggregate pension holdings (or deferred rights) of an individual excluding State pensions.
- Old Mutual Global Investors is now Merian Global Investors October 5, 2018
- Income Tax Traps – there’s still time to avoid them March 3, 2018
- Tax Year End Checklist – Our Top 10 Tax Year End Opportunities March 3, 2018
- Exit Charge removed by Scottish Widows on Saving Plans & ISA July 21, 2017
- Partial DB transfers – the best of both worlds? May 25, 2017
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