Fixed price auto-enrolment project management for your clients

Posted on Sep.12, 2016 by in Latest News

We work with payroll companies and accountancy practices to provide their clients with top quality auto-enrolment advice. You can view our latest video, Auto-enrolment: Creating new opportunities for advisers, that we produced in partnership with Aviva, the UK’s largest insurance company. As well as delegating responsibility to ensure they are compliant, here are some of the reasons 100’s of companies… more


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Auto-enrolment: Creating new opportunities for advisers

Posted on Sep.12, 2016 by in Latest News

We work with payroll companies and accountancy practices to provide clients with top quality auto-enrolment advice for a competitive fixed fee. As an independent provider, we have been working closely with all the major pension providers and recently produced a video, Auto-enrolment: Creating new opportunities for advisers, in partnership with Aviva, the UK’s largest insurance company. Aviva also kindly provided… more


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Three minutes with…Shai Patel

Posted on Sep.12, 2016 by in Latest News

Who does what in our business? Like most websites, we have a ‘Meet the team‘ page, which tells you a bit about each of our team members. But in this news feature, ‘Three minutes with…’ we delve into their lives a little bit further – both inside and outside the office. Now it’s for one of our Directors, Shai Patel, to… more


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A pensions ‘dashboard’

Posted on Sep.05, 2016 by in Latest News

In his 2016 Budget speech, chancellor George Osborne encouraged the pensions industry to create by 2019 an on-line ‘dashboard’ which would enable pension savers to view in one place all the schemes of which they are members. The project has been welcomed and a number of organisations have come forward to begin the process of establishing a set of standards…. more


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State pension top-up

Posted on Sep.05, 2016 by in Latest News

The new scheme which was introduced in October 2015 to enable men born before 6 April 1951 and women born before 6 April 1953 to top up their State pensions has been largely ignored, even though the available income is twice that which could currently be obtained from buying an annuity. Reluctance to part with cash could be part of… more


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Pension pot withdrawals

Posted on Sep.05, 2016 by in Latest News

According to the Association of British Insurers, around 300,000 pension savers made 1 million pension fund withdrawals in the first year of ‘pension freedoms’, George Osborne’s major 2015 reform which permits personal pension pots to be encashed as from age 55. The ABI report concludes that 57% of savers withdrew less than 1% of their fund, and 4% withdrew more… more


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Fewer VCT offerings

Posted on Sep.05, 2016 by in Latest News

The reductions in the pension lifetime allowance to £1 million and in the annual contribution allowance to a maximum of £40,000 have caused some more affluent clients to consider alternative tax-efficient types of investment, and in particular Venture Capital; Trusts (‘VCTs’). Whereas pension contributions currently offer income tax relief at the investor’s highest marginal tax rate, VCTs offer 30% relief… more


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Tax avoidance?

Posted on Sep.05, 2016 by in Latest News

Government plans to sanction professional firms, which devise schemes that are designed to minimise tax, and which have been successfully challenged by HM Revenue & Customs, have been criticised as blurring the line between tax avoidance and tax evasion. Mark Joscelyne, partner and head of the tax group at law firm Olswang’s described the proposals as “very worrying”. He commented that… more


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Generation FS

Generation FS