Latest articles from Pensions Expert staff

AE review: Welcome reforms not due until mid-2020s

The government will introduce a package of measures to address issues with auto-enrolment, but questions remain over multiple jobholders and the self-employed, while the timescale has drawn criticism.

Pensions slip down the agenda after election

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If Theresa May’s Conservatives succeed in forming a lasting government, their immediate policy concerns regarding pensions are unlikely to change.

Chancellor proposes ban on cold calling, refrains from pensions tax overhaul


In his first and last Autumn Statement, Chancellor Philip Hammond swapped the timing of the Budget and the Statement but had comparatively little to say about pensions for now; one of the larger measures – a consultation into pensions fraud – was welcomed by the industry.

Lifetime Isa blurs lines between long and short-term saving

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Budget 2016: The dreaded tax change on pension saving has been narrowly avoided in the chancellor’s Budget 2016, but the announcement of a Lifetime Isa could be a step towards a pensions Isa, industry comments suggest.

Industry left reeling by latest pension tax proposals


Summer Budget: Chancellor George Osborne today unveiled a green paper proposing a significant overhaul of the current pensions tax relief system, going beyond what the industry had expected and acting as a harbinger of further radical reform.

As the result shock fades, attention turns to next pensions minister


General election 2015: The Conservatives’ election triumph on Friday, alongside a near whitewash by the Scottish National party north of the border, has raised several questions about how the fallout will affect pensions.

How the 2015 Budget affects your scheme

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Budget 2015: Chancellor George Osborne’s ‘cost-neutral’ Budget announcement today still managed to herald further changes to the pensions landscape, including plans for a secondary annuities market and a hefty 20 per cent cut to the lifetime allowance.

Budget 2014: How historic DC changes affect your scheme

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News analysis: Defined contribution scheme managers and trustees have seen their default investment strategies rendered “not fit for purpose” by this week’s historic Budget changes, which have fundamentally changed the run-up to retirement for workplace savers.