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Advocate General removes the insurance wrapper from pension fund management
John Forth

18 May 2020

The Advocate General’s opinion in United Biscuits is bad news for those who have claimed historic VAT refunds on investment management fees for direct benefit pension funds.

Over-55’s exposed to pension scams, warns RSM
Ian Bell

14 May 2020

Over-55’s looking to supplement their income during and after coronavirus by accessing their pension pots could be leaving themselves increasingly susceptible to scams, RSM has warned.

How to beat the short-term cost of accessing your pension

05 May 2020

Over-55s may be supplementing their income by dipping into their pensions, but high taxes may be withheld which could come as a nasty shock. How do you get a refund of the tax overpaid, and what happens when you return to work?

The Pensions Regulator’s Annual Funding Statement 2020 – emphasis on covenant assessment
Guy Mander

01 May 2020

The Pensions Regulator has published its annual funding statement for defined benefit pension schemes. This is particularly relevant for schemes with valuation dates between 22 September 2019 and 21 September 2020.

Pension scheme trustees and the coronavirus crisis: responding to the TPR guidance
Guy Mander

08 April 2020

In this article, we summarise the key themes emerging from the TPR coronavirus guidance and what pensions trustees should do in response.

Don’t be caught out by the changes in pension annual allowance from 6 April 2020

08 April 2020

With changes to the pension allowance it’s a good idea to review pension payments as soon as possible; leaving it until the tax year end may mean incurring an unexpected tax charge. Whilst the changes will benefit many high earners, there is a sting in the tail for some

COVID-19 market turbulence could increase risk of pension scams warns RSM
Ian Bell

27 March 2020

The market turbulence resulting from the Coronavirus outbreak could lead to a spike in pension fraud attempts RSM has warned.

Budget 2020: Pensions tax overview

11 March 2020

The big news from a pensions perspective in the 2020 Budget announcement was the increase in the income thresholds above which the tapered annual allowance applies for high earners wishing to make pension contributions.

Pensions - Mind the expectation gap
Ian Bell

04 March 2020

RSM’s pension survey interviewed almost 200 people in the pensions sector, to gather key market insight into the quality of governance, and what the future looks like when considering new compliance codes coming into effect in 2020.

Pensions complexity sets another trap for taxpayers

04 December 2019

Taxpayers are tripping up on complex pension rules and inadvertently missing key information off their self-assessment tax returns; but are you compliant?

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