David Robertson

Response to HMRC consultation on the repayment of the Overseas Transfer Charge

In theory these regulations would allow an overseas transfer charge, paid in connection with a transfer to a QROPS, to be reclaimed where this tax charge turned out not to be due.  However, there are a number of obstacles that Read More ... more »»

In theory these regulations would allow an overseas transfer charge, paid in connection with a transfer to a QROPS, to be reclaimed where this tax charge turned out not to be due.  However, there are a number of obstacles that Read More …

David Robertson

Simplifying schemes can build on GMP conversion benefits says ACA Chair

We believe that, with industry support for one, common reference scheme, all of our upcoming work on GMP equalisation could be broadened out such that GMP conversion extends to the whole of a member’s benefits.  As a result, all of Read More ... more »»

We believe that, with industry support for one, common reference scheme, all of our upcoming work on GMP equalisation could be broadened out such that GMP conversion extends to the whole of a member’s benefits.  As a result, all of Read More …

David Robertson

New Research Makes the Case for ‘Radical Simplification’ of Defined Benefit Pension Rights

A new paper published today by the Association of Consulting Actuaries and Royal London argues that consumers and employers could reap substantial benefits if the complex patchwork of defined benefit pension rights could be radically simplified.   more »»

A new paper published today by the Association of Consulting Actuaries and Royal London argues that consumers and employers could reap substantial benefits if the complex patchwork of defined benefit pension rights could be radically simplified.  

David Robertson

Simplifying pension benefits – is it time for the Pensions Pound?

19 November 2018: A new paper by the Association of Consulting Actuaries and Royal London argues that consumers and employers could reap substantial benefits if the complex patchwork of defined benefit pension rights could be radically simplified.  more »»

19 November 2018: A new paper by the Association of Consulting Actuaries and Royal London argues that consumers and employers could reap substantial benefits if the complex patchwork of defined benefit pension rights could be radically simplified. 

David Robertson

ACA welcomes Chancellor’s decision not to reduce pension tax reliefs

With confidence in the pension tax regime at a low ebb, prior to the Budget the ACA called for no further reductions in pension tax relief.  The Budget Statement was welcomed.  more »»

With confidence in the pension tax regime at a low ebb, prior to the Budget the ACA called for no further reductions in pension tax relief.  The Budget Statement was welcomed. 

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