A word of caution At a glance, these legislation changes seem to make pensions an even more tax-efficient way to invest – but pensions are complex, and these new rules are not straightforward. If a new government is elected, there’s no guarantee that the LTA wouldn’t be reinstated, wh...
who have increasingly looked at aspects related to the accessibility and portability of pensions (Dwyer and Papadimitriou2006; Holzmann and Koettl2011). In an attempt to make the current social-security systems more mobile, a series of bilateral agreements...
“For the rest of 2024 and into 2025, there’s no reason that investors shouldn’t earn their ‘yield to worst’”— i.e., the lowest possible yield that can be received on a callable bond before its maturity date — given the overall supportive environment for fixed income.” Higher-fo...
Moneyhub and RSM will work together throughout the remainder of 2024. This will enable RSM to conduct the pre-connection audit as early and quickly as possible, once all PDP Standards are finalised - the pre-connection audit itself being a prerequisite before firms can apply to the FCA to b...