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Searching for: topic is "Taxation"

Surveys listed in reverse order of publication date

Results 1-15 of 416. Go to page: 1  2  3  4  ...  27  28  
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Pensions Buzz
Pensions Buzz
Professional Pensions
6 Aug 2019 United Kingdom Advisers, Investment - Management, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC), Scheme Issues & Trends, 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:
  • DC providers will be required to suggest ‘investment pathways’ to non-advised members from 2020, but not provide the needed products. Will this have a meaningful effect?;
  • Do you agree with the FCA’s proposal to ban contingent charging on DB transfer advice?;
  • Do you have concerns about the level of DC member engagement?;
  • Should there be an agreed definition for value for money in workplace pension schemes? If yes what should that definition be?; and
  • Should pension taxation be moved to a tax-exempt-exempt (TEE) structure?
4F11615D3 Click here to view the full summary.  
 
BMA reveals true extent of pension taxation as thousands of GPs and consultants confirm they’re cutting hours
BMA reveals true extent of pension taxation
The British Medical Association (BMA)
1 Aug 2019 United Kingdom Occupations/Industry Sectors, Taxation
According to a BMA survey, 42% of GPs have already reduced their number of working hours because of actual or potential pension taxation charges. The BMA survey also found, at the end of 2018, that more than a third of all hospital consultants who responded were planning to reduce their work commitments by up to 50%, with nearly 18% planning to reduce their working time even further or leave altogether.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

671160740    
 
Businesses support extension of auto-enrolment to more workers
Businesses support extension of auto-enrolment to more workers
Scottish Widows and CBI
19 Jul 2019 United Kingdom Automatic Enrolment, Scheme Issues & Trends, Taxation
A survey conducted by the CBI and Scottish Widows has found that 74% of businesses support broadening automatic enrolment to include the self-employed and those earning less than the current earnings trigger of £10,000. The research also found that 71% of businesses believe that at some point in the future employers will need to make higher contributions to automatic enrolment pension schemes for their employees to have sufficient levels of retirement 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 >> Jul 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A511595A2   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
11 Jul 2019 United Kingdom Corporate Governance, Public Sector Pensions, Regulatory Bodies (excl. tPR), Regulatory Bodies - the Pensions Regulator, 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:
  • Is The Pensions Regulator right to accelerate the consolidation of smaller schemes?;
  • Is 10 weeks an appropriate length to conduct a full DB to DC transfer, as laid out in PASA’s new transfer guidance?;
  • Do you agree with The Pensions Regulator’s view the governance of smaller schemes is generally poor?;
  • Should the government amend pensions tax allowance rules specifically for high-earners in the NHS Pension Scheme?; and
  • Is it right for TPR to pursue company bosses’ personal assets to provide funds for 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 >> Jul 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4A11588BD    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
26 Jun 2019 United Kingdom Accounting, Advisers, Industry Bodies (excl. Regulatory Bodies), Legislation, Regulatory Bodies (excl. tPR), 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:
  • Is it fair that financial support direction regulations can be imposed on companies for events that preceded the regulations, as in the case of the Box Clever Pension Scheme?;
  • The FCA has found 69% of those who were advised on DB transfers between 2015 and 2018 were recommended to transfer out. Is this too high, about right or too low?;
  • Do you think asset managers have made significant improvements to cost transparency reporting since disclosure regulations came into force in 2018?;
  • Would Boris Johnson be detrimental to pensions if he becomes prime minister?; and
  • Is the complex taxation of pensions encouraging employers to diversify reward away from pensions?

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2711566AB    
 
Tens of thousands entering retirement without ever taking advice each year, ABI warns
Tens of thousands entering retirement without ever taking advice each year, ABI warns
Association of British Insurers (ABI)
3 Jun 2019 United Kingdom Advisers, Longevity, Pensioners & Retirement, Pension Scams, Taxation
Analysis by the ABI has found that more than 62,000 people accessed some of their pension for the first time between April and September last year, but 34% of these customers had not taken any form of financial advice.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4B11537D5   Click here to contact the authors.
 
Research into the impact of pensions tax in the NHS
Research into the impact of pensions tax in the NHS
First Actuarial
Jun 2019 United Kingdom Occupations/Industry Sectors, Taxation
First Actuarial has carried out research, commissioned by NHS Employers, into the impact of pensions taxation on the NHS and the NHS Pension Scheme. The research, which consisted of a survey of  over 2,500 NHS employees and their employers, aimed to discover how widespread pensions tax charges are in the NHS, the size of pensions tax charges faced by affected employees as well as any impact these charges have on the working behaviour of employees and how this affects the objectives of the NHS and the NHS Pension 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 >> Jun 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D811562F0    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
15 May 2019 United Kingdom Investment - Property, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC), 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:
  • Is moving into a consolidation vehicle an appropriate longterm objective for a DB scheme?;
  • Is the government making enough progress on proposals from its DB white paper?;
  • Do you think scheme members are equipped to deal with the tax implications of accessing their pension?;
  • Is property investment still a good option for pension fund investors?; and
  • At what long-term interest rate could a new and less generous defined benefit pension scheme be considered as viable?

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F911520CB    
 
Aon's 2019 Member Options Survey
Member Options Survey
Aon
13 May 2019 United Kingdom Funding and Minimum Funding Requirement, Pension Reform, Scheme Issues & Trends, Taxation, Transfers
Aon has published its 2019 Member Options Survey providing a snapshot of how sponsors and trustees are deciding on the options to make available to members and what member support should be in place. The survey found that one-third of schemes offer extra flexibility alongside the normal options of a standard transfer value, a pension and a tax-free cash lump sum. Of those, 32% provide members with a pension increase exchange option and 24% offer a partial transfer option.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

681151351   Click here to contact the authors.
 
Overcoming the Risks at Retirement
Overcoming the Risks at Retirement
WEALTH at Work and the Pensions Management Institute (PMI)
May 2019 United Kingdom Pensioners & Retirement, Pension Scams, Taxation, Transfers, Trustees
WEALTH at Work and the Pensions Management Institute have published research investigating trustees' concerns for their pension scheme members as they access their retirement savings. According to the research, 88% of trustees are worried that their members approaching retirement will face predatory attention from scammers, 81%  of trustees do not think their members are equipped to deal with the taxation implications of accessing their pension and 60% of trustees are concerned that their members’ money will not last the duration of their retirement.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DE11514FB    
 
$20 billion club: DB sponsors shift asset allocations to fixed income
$20 billion club: DB sponsors shift asset allocations to fixed income
Russell Investment Group
18 Apr 2019 United States Countries - US, Investment - General, Scheme Design (inc. DB & DC), Taxation
According to analysis by Russell Investments, the '$20 billion club' - a group of publicly listed US corporations with pension liabilities in excess of $20bn - has seen a shift in asset allocation, which is the largest de-risking move in recent history in a continuing shift out of risky assets. The analysis also showed that although 2017 and 2018 saw the largest two years of contributions in recent history, contributions are expected to drop as 2019 contributions are already down 77% from the 2017 high.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

791149115    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
17 Apr 2019 United Kingdom Equality, Investment - Ethical and SRI, 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:
  • Should the lifetime allowance be scrapped and replaced with a lower annual allowance? If so, please specify what you believe the lower allowance should be;
  • Is divestment or engagement best when trying to force investee companies to change behaviours in relation to ESG issues?;
  • Are schemes doing enough to report the impact of transaction costs on DC members’ pots?;
  • Is the industry doing enough to support getting more women into senior roles?; and
  • Do you agree with FCA proposals to extend ESG reporting duties to IGCs?

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A41148863   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
10 Apr 2019 United Kingdom Administration, Pensions Dashboard, Investment - General, Master Trusts, 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:
  • Is it fair that non-taxpayers receive basic rate tax relief in relief-at-source schemes?;
  • At the beginning of this month, Marsh & McLennan completed its $5.6bn acquisition of JLT. Is bigger always better when it comes to pension consulting?;
  • Is three to four years sufficient to give schemes time to prepare for pension dashboards?;
  • It looks like the master trust market will shrink to around 40 providers. Do you believe this is the right level?; and
  • When thinking about patient capital, which types of asset class would your scheme consider as suitable investments?


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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2F1147820   Click here to contact the authors.
 
Dragging people into higher rates of tax
IFS Briefing Note BN247
Institute for Fiscal Studies (IFS)
5 Apr 2019 United Kingdom Taxation
The Institute for Fiscal Studies (IFS) has published a Briefing Note on the effect of taxation rules on high earners. According to the report, when earnings excluding pension contributions rise above £110,000 and the value of pension contributions is higher than £40,000, this can trigger an increase in tax that is larger than the increase in salary.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9D11475DC   Click here to contact the authors.
 
Are half a million people paying unnecessary tax on their state pension?
Royal London Policy Paper 33
Royal London
Apr 2019 United Kingdom State Pensions, Taxation
Royal London's latest policy paper has found that a large number of people working past their state pension age could be paying unnecessary tax because they have failed to take up the option of deferring their state pension until they stop work. In 2017 there were around 1.1 million people in the workforce aged 65 or over, of whom roughly 950,000 were combining paid work with drawing a state pension. More than half of these (around 520,000) were earning enough to take them over the tax threshold, meaning that the whole of their state pension was taxed.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3D11461B1    
 

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