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Welcome to the latest edition of Techtalk

In this edition, see how your business could benefit as our Financial Planning team looks at range of topics on individual and workplace pensions.

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Articles in this edition include:

LONGEVITY RISK AND THE IMPACT ON RETIREMENT PLANNING

Accounting for longevity is one of the biggest challenges facing investors in retirement. Here we look at some of the key implications for retirees.

PENSIONS AND DIVORCE: SHARING AND ATTACHMENT ORDERS EXPLAINED

Pensions are often included in divorce settlements. We explain the main rules of sharing and attachment orders and the key consequences for pension planning.

DB ADVICE AND CP17/16 – THE FCA AWAKENS

The direction of travel for the defined benefit advice market following the FCA’s consultation paper, in the context of pension freedoms.

PENSION SCAMS – GOVERNMENT UNVEILS NEW MEASURES IN THE FIGHT AGAINST FRAUD

We offer a perspective on the Government’s recent response to the pension scams consultation.

MENTAL INCAPACITY: WHO’S CONTROLLING YOUR CLIENT’S AFFAIRS?

A review of the role of lasting powers of attorney, deputyship orders, and their equivalents in Scotland and Northern Ireland in financial planning.

SMALL PENSION PAYMENTS STILL HAVE AN ATTRACTION

Favourable rules still exist enabling small lump sum pension payments to be withdrawn without some of the tax consequences that normally apply.

PENSIONS FOR THE SELF-EMPLOYED

Possible solutions to insufficient participation in pension planning by the self-employed, exacerbated by confusion around differing working practices.

REFLECTIONS FROM A BUS

At Scottish Widows we have just finished a four week tour of the country meeting thousands of people and talking about their pensions.

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