HMRC have today issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Pension flexibility Annual allowance Change of scheme details Lifetime allowance Pension Schemes Services contact phone number Pension scheme transfers Finance Bill Read more

Thanks to adviser votes, we are extremely pleased to announce we have made it to the final of the ILP Moneyfacts Awards 2016 in the following categories: Best SIPP Provider Best SSAS Provider Best Pensions Service Service Beyond the Call Read more

We are recruiting two new SIPP administrators to work in our busy team in Carlisle. Please see our Careers Page for more information and how to apply.

HMRC have today issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Pension flexibility statistics Secondary annuities – tax framework Double taxation – certificate of residence requests Tapered annual allowance Registration statistics Lifetime Read more

Due to continued expansion, we are creating a new Property Administrator role at our Carlisle Head Office. Please see our careers page for more information about the role and how to apply.

Following announcements in the July 2015 Budget, from 6th April 2016 there will be a tapering of the Annual Allowance for those with adjusted net income (including personal and employer contributions) of £150,000 or more. In these cases, the normal annual Read more

Voting for the 2016 awards has now opened, UK authorised financial advisers are eligible to vote using the link below: Click here to vote now In 2015 we were delighted to make it to the final of the ILP Moneyfacts Read more

We are delighted to announce the availability of our new SIPP fee calculator, now available in the Adviser Zone. The tool functions as follows: You are asked 4 basic questions, the tool responds with the lowest cost SIPP from our Read more

The Chancellor, George Osborne, delivered his 8th Budget Speech today. Under the theme “putting the next generation first” he announced a range of changes, including: Income Tax A rise in the amount of income that can be earned before tax Read more

In our previous news item we reported that we expect to hear the outcome of the review of pension tax reliefs in next weeks Spring Budget. In an unexpected turn of events, it has been reported that information was given Read more

The Chancellor will make his Budget speech on Wednesday 16th March 2016, when we expect to hear the outcome of the review of pensions incentives announced last March and followed by the Government’s consultation “Strengthening the Incentive to Save” in July 2015.

The Lifetime Allowance is one of the mechanisms by which the tax advantages of pensions are restricted to those who have built up pension savings to a certain level.