Bulletin 39 – Annuity Market Deficiencies, Workplace Pensions and 5th April deadline

In this issue, Geoff focuses on:

  • The 5th April deadline before changes in Lifetime Allowance and Annual Allowance. Now is the time to act;
  • The extent of deficiencies in the annuity market, and:
  • Workplace Pensions – the experience to date.

Click here to read the full bulletin.

 

0 comments on “Bulletin 39 – Annuity Market Deficiencies, Workplace Pensions and 5th April deadline
  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr C.CPML set up our SSAS in 1998 and has looked after us ever since. The relationship started when our accountant suggested to my business partner and me that we should consider using an independent financial adviser to best place the monies in our pension plans rather than leave them with one large international insurance company.