- 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.
- EXPLAINING HOW ANNUAL ALLOWANCE AND EARNINGS LIMITS INTERACT- Source – Old Mutual Wealth January 28, 2020
- ISAs 20 years on May 14, 2019
- Tax Year End Tips 2019 February 18, 2019
- Does it make sense to gift surplus pension income? February 4, 2019
- Old Mutual Global Investors is now Merian Global Investors October 5, 2018
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