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I can’t help but feel a bit cheated when I am sat in the office on Budget day waiting for some surprise pensions announcement by the Chancellor and there is not only no surprise, but the word pension is only mentioned twice in the whole speech.

One thing that makes my blood boil is the blame SIPPs get every time there is a release of information on complaints.
It’s that time of year again when pension savings statements are being issued. They should have been issued by 6 October following the end of the relevant tax year, so will be sent out about now for the 2016/17 tax year.

Pension scams come in many guises and cold calling is just one unwelcome activity that can easily target the vulnerable and lonely. 

I went into a meeting for only a couple of hours and come out to find out that for many the state pension age will be 68 rather than 67 as they were expecting, for me however there is no change – well not yet anyway.
The FCA this week revealed plans for changes on DB transfer advice, including scrapping guidance that the adviser should start from the assumption that a transfer will be unsuitable.
Pensions are at the mercy of many areas of legislation and the unintended consequences of this seems to be hitting areas of pensions more and more and things get even more complicated.
I have just been reading the appeal of an unauthorised payment charge on a Sipp member where an investment was made into a company and from this investment a loan was made to the member.
Today saw the release of the ‘Women In Finance’ charter and although I haven’t really been engaged in the production of this, I decided as a woman, maybe I should take a look to see if I was missing out on something that might change my life or the life of my colleagues.
Twice a year, every year for the last ten years, I have had the discussion with my peers about tax free cash, or to give it its correct legislative name, pension commencement lump sum, and if it will lose its tax free status in the next announcement.
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