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You may be forgiven for thinking regulations in respect of workplace pensions has little to do with SIPPs, yet recent proposals from the FCA could catch many thousands of SIPPs in the workplace net.
Staveley will be a familiar name to many. The test case for IHT treatment of pensions following transfer in ill health has been in the news many times since Mrs Staveley’s passing all the way back in December 2006.

SIPP and platform provider AJ Bell has warned that the cost of reversing the increase in state pension ages could top £200bn.

Platform and SIPP provider AJ Bell today reported pre-tax profits for the latest six-month period up 27% to £17.7m in its first results since floating in December.
The FCA has today published a discussion paper on intergenerational financial differences, exploring the changing financial needs of consumers from different age groups.
It has recently been announced that divorce laws will be changing.
Fears of a Halloween Brexit horror story for pensions have been raised by AJ Bell.
Thousands of pension savers have breached lifetime allowance ‘protections’ in the past 12 years, potentially landing themselves with tax bills running into hundreds of thousands of pounds.
It seems a long time since we had an annual allowance (AA) of £255,000. These days most pension savers are restricted to £40,000, but the money purchase annual allowance (MPAA) and the horribly complex tapered annual allowance (TAA) impose significant further restrictions for many. HMRC’s pension contribution statistics for 2016-17 tax year give us the first indication of the impact of the tapered annual allowance, and it’s not pretty.
AJ Bell has launched two new income funds, each targeting an annual yield of 4% but with two different risk profiles and growth objectives. 
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