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Searching for: topic is "Taxation"

Surveys listed in reverse order of publication date

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Low earners to miss out pension tax top up worth up to £78 million a year
Low earners to miss out pension tax top up worth up to £78 million a year
NOW: Pensions
19 Nov 2018 United Kingdom Scheme Issues & Trends, Taxation
NOW: Pensions has warned that the increase in the personal allowance from April 2019 will increase the amount of tax relief that pension savers in net pay schemes could miss out on up to £64 per year. According to its research, 52% of senior business decision makers have a net pay pension scheme arrangement, while 20% run relief at source schemes, and 31% are unsure whether or not their scheme is a net pay scheme.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C811296D9   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
24 Oct 2018 United Kingdom Administration, Collective Defined Contribution (CDC) schemes, Taxation
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • How likely is it that the new, simpler annual pension statement on two sides of A4 paper will be more engaging for members?;
  • When the Institutional Disclosure Working Group’s voluntary cost disclosure templates are published, will you expect your asset manager(s) to use them?;
  • Do you think the use of fear-based approaches is an effective way to engage people in pensions?;
  • Do you think well-designed collective defined contribution (CDC) pension funds would be viable for some UK employers other than Royal Mail?; and
  • Should non tax-payers receive tax relief as they currently do in some schemes?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1F11260BC   Click here to contact the authors.
 
2018 Pension trends survey Report No 2 - Pension Tax Relief
Pension trends survey
Association of Consulting Actuaries (ACA)
15 Oct 2018 United Kingdom Taxation
The Association of Consulting Actuaries has published the second in a series of reports outlining the results of the ACA's 2018 Pension trends survey. According to the results, 59% of employers say the current pension tax structure is too complicated and needs simplification. Additionally, 78% of employers say that the tapered annual allowance should be reconsidered, while 53% also want the lifetime allowance to be abolished.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

13112355D   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
2 Oct 2018 United Kingdom Investment - Hedge Funds, Scheme Design (inc. DB & DC), Taxation, Transfers
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • How likely do you think it will be that the Chancellor will make significant changes to the system of pensions tax relief in his Budget on 29 October?;
  • If significant change happens, which do you think is most likely: introduction of flat-rate tax relief; further reduction of the annual allowance; scrapping of tapered annual allowance or changing the level of the lifetime allowance?;
  • Do high management fees continue to be an obstacle to pension scheme investment in hedge funds?;
  • What approach should trustees take with regards to DB transfers?; and
  • Ten years after Lehman Brothers, do you think schemes are better prepared for a major financial crisis?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3D1122720   Click here to contact the authors.
 
The IFS Green Budget: October 2018
The IFS Green Budget
Institute for Fiscal Studies (IFS)
Oct 2018 United Kingdom Pensioners & Retirement, Public Sector Pensions, State Pensions, Taxation
In its latest Green Budget, funded by the Nuffield Foundation, the Institute for Fiscal Studies (IFS) has found that total public spending in 2017-18 amounted to £789.5bn, or 38.4% of national income. Government spending on social security, such as pensions and welfare, amounted to around 10.7% of national income.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F511240DB   Click here to contact the authors.
 
Pension Tax Relief: Where will the Chancellor’s Budget axe fall?
Royal London Policy Paper 27
Royal London
Oct 2018 United Kingdom Pension Reform, Taxation
Royal London's latest policy paper looks at the pension tax relief regime, setting out some of the reasons why the Chancellor may seek to raise revenue through changes to pension taxation. It also considers the various aspects of the regime, how each works, what has happened in recent years and what might change. Royal London's position is that pension tax relief should be left alone.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D8112373D    
 
Survey finds no consensus on long-term funding of social care
ACA 2018 Pension Trends Survey
Association of Consulting Actuaries (ACA)
27 Sep 2018 United Kingdom Carers, Savings, State Pensions, Taxation
The Association of Consulting Actuaries (ACA) has published the first in a series of reports outlining the results of its 2018 Pension Trends Survey. According to the findings, 41% of employers believe that tax changes should be made to encourage social care costs being funded from private pensions, whereas 40% oppose such a move.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B31121156   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
20 Sep 2018 United Kingdom Automatic Enrolment, Data Protection, Taxation, Transfers
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • Should business be able to suspend their auto-enrolment contributions if in financial distress?;
  • What should DB consolidators target for transferred members?;
  • The Liberal Democrats want to cap tax-free lump sums at £40,000. Would you support this?;
  • Do you believe significant data problems exist within DC pensions as a whole?; and
  • Should statutory indexation (before and after retirement) be abolished going forward for open DB schemes?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

11112056F    
 
Individuals pay ten times more in tax for breaching the Lifetime Allowance
Individuals pay ten times more in tax for breaching the Lifetime Allowance
Wealth at Work
20 Aug 2018 United Kingdom Taxation, Transfers
Research by Wealth at Work has found that the tax collected from individuals breaching the Lifetime Allowance has increased by £100m since it was introduced in 2006, with the latest figures showing that £110m in tax was collected from individuals exceeding the allowance during 2016/17, compared with less than £10m in 2006/7.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AD11151B2    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
4 Jul 2018 United Kingdom Annuities and Income Drawdown, Investment - Hedge Funds, Local Government, Pensioners & Retirement, Regulatory Bodies (excl. tPR), Taxation
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • The FCA has recommended retirement wake-up packs start from age 50. Do you agree that is the right age?
  • The FCA has recommended investment ‘pathways’ to guide drawdown users should be introduced. Do you agree?
  • Scotland is proposing structural changes to its 11 local government pension funds. Which of the following options should it adopt?
  • Are hedge funds still an appropriate asset class for a typical DB pension fund?
  • The government has announced it will look again at the current system of pension tax relief as a result of disparities between net pay and relief at source arrangements. Do you think change is necessary?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

181108869   Click here to contact the authors.
 
Fiscal Sustainability Report
Fiscal Sustainability Report
Office for Budget Responsibility (OBR)
Jul 2018 United Kingdom Longevity, Regulatory Bodies (excl. tPR), State Pensions, Taxation
The latest Fiscal Sustainability Report from the Office for Budget Responsibility (OBR) reveals lower spending on state pensions across most of the projection period, reflecting slightly accelerated increases to the state pension age and lower mortality assumptions, partly offset by the assumption of a higher triple lock premium. Spending on state pensions is projected to rise over the long term, from 5.0% of GDP in 2022-23 to 6.9% of GDP in 2067-68, driven largely by demographic trends.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6C111037B   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
7 Jun 2018 United Kingdom Pension Reform, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC), Taxation, Transfers
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • After one year in office, how do you rate Guy Opperman's performance as pensions and financial inclusion minister?;
  • Do you believe geopolitical risk will increase or decrease over the next six months?;
  • Should more pension schemes undertake bulk enhanced transfer value (ETV) exercises?;
  • Should HM Revenue & Customs end emergency tax codes for lump sum pension withdrawals?; and
  • Peer Question: Have the pensions freedoms been a good thing for members of DB schemes?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1111041DB   Click here to contact the authors.
 
FOI request reveals 1000% increase in tax take from Lifetime Allowance
FOI request reveals 1000% increase in tax take from Lifetime Allowance
Retirement Advantage
2 May 2018 United Kingdom Taxation
Retirement Advantage has published data obtained by a Freedom of Information request revealing that there has been a 1000% increase in the total value of annual tax collected as a result of individuals exceeding the lifetime allowance, from less than £10m in 2006/07 to £110m in 2016/17.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4710974F3   Click here to contact the authors.
 
Venturing to Retire - Boosting the long-term savings and retirement security of the self-employed
Venturing to Retire
RSA
18 Apr 2018 United Kingdom Lifetime ISA, Part-time, Self-employed and Contract Workers, Savings, Scheme Design (inc. DB & DC), Taxation
The RSA has published a report revealing that, even though the number of people who work for themselves has grown by 40% since 2000, only 17% contribute to a personal pension and this level of under-saving, which appears to be steadily worsening, could expose thousands to hardship in retirement. The report also sets out recommendations to tackle the issues, which include clarifying the stance of the Lifetime ISA, pursuing auto-enrolment via accountancy software providers, and establishing a Pensions Passport so people can carry over pensions from employment.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A61095447   Click here to contact the authors.
 
Mastering Master Trusts
Mastering Master Trusts
Hymans Robertson
Apr 2018 United Kingdom Administration, Master Trusts, Taxation
According to research from Hymans Robertson, published in a paper on the Master Trust market, only three of the top 17 Master Trust providers offer the ability for their lowest paid members to claim additional pension tax relief.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C51094553   Click here to contact the authors.
 

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