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Searching for: topic is "Taxation"

Surveys listed in reverse order of publication date

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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?


2F1147820 Click here to view the full summary. 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.
9D11475DC Click here to view the full summary. 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    
 
New insight provides snapshot of pension freedom behaviour
New insight provides snapshot of pension freedom behaviour
Canada Life
25 Mar 2019 United Kingdom Annuities and Income Drawdown, Pension Reform, Taxation
Canada Life has commissioned research looking at the behaviours of people who have flexibly accessed their pension savings over the past four years since the introduction of pension freedoms. The research shows that 68% of people accessing their pension are not currently using a financial adviser to help with their retirement planning and 66% did not shop around before buying a pension product from their pension provider.

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

411145247    
 
Savers back auto-enrolment but big gaps in pensions knowledge remain
Savers back auto-enrolment but big gaps in pensions knowledge remain
B & CE The People's Pension
13 Mar 2019 United Kingdom Automatic Enrolment, Savings, Taxation
Research from B&CE The People's Pension has found that whilst 90% of people see the benefit of an auto-enrolment pension, many are unaware of the contributions to their pension made by their employer and the Government. According to the findings, 55% of those saving into a pension do not know how much the Government pays in tax relief towards their pension and 10% do not know that their employer pays into their workplace pension.

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

AD1143176   Click here to contact the authors.
 
91% of employers believe employees do not understand the tax rules when withdrawing money from their pension
91% of employers believe employees do not understand pension tax rules
Wealth at Work
4 Mar 2019 United Kingdom Annuities and Income Drawdown, Taxation
According to a survey by Wealth at Work, 91% of employers do not think that employees understand the tax rules when withdrawing money from their pension. The survey also found that many employees are unaware that they could potentially reduce or even eliminate tax charges on their retirement income by using the tax allowances and reliefs available.

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

B311436E0    
 
The Lifetime Allowance ‘timebomb’ - why more than a million workers need to know what it is and what to do about it
Royal London Policy Paper 31
Royal London
Mar 2019 United Kingdom Annuities and Income Drawdown, Pensioners & Retirement, Taxation
Royal London has published its latest policy paper which aims to provide, for the first time, a broad estimate of the number of people in the working age population who are likely to be affected by the Lifetime Allowance based on their current pension wealth and pension scheme membership. According to the paper, around 1.25 million non-retired adults are expected to see their pension wealth pass the Lifetime Allowance limit by the time they retire.

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

2C114475D    
 
What will be the impact of the April 2019 step-up in automatic enrolment contribution rates?
Royal London Policy Paper 29
Royal London
25 Feb 2019 United Kingdom Automatic Enrolment, Taxation
Royal London has published its latest policy paper which considers how the rise in employee auto-enrolment contributions from 3% to 5% will affect scheme membership. According to the research, the impact will be minimal as the increased contributions will be partly or fully offset for the majority of people by pay rises and a more generous income tax system. This conclusion is reinforced by analysis of the behavioural response to the first rise of automatic enrolment contributions from 1% to 3% that took place in April 2018.

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

FD11407A1    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
10 Jan 2019 United Kingdom Investment - General, Investment - Performance, Master Trusts, Regulatory Bodies - the Pensions Regulator, Money and Pensions Service, 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:
  • As Charles Counsell takes over as chief executive of TPR, does the regulator need a fresh strategy?
  • What do you think the new Single Financial Guidance Body should be called?
  • The Resolution Foundation wants the government to cap the pension tax-free lump sum at £40,000 to raise £2bn per year. Do you agree?
  • 2018 saw returns fall in almost all asset classes and higher volatility. Do you think 2019 will bring more of the same?
  • Should pension funds consider investing in gold to act as a safe haven asset in the current uncertain environment?
  • Is consolidation into a DC master trust the right answer for the majority of single employer schemes to improve governance standards?

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

671136359   Click here to contact the authors.
 
2018 Pension Trends Survey Report - Securing the Future
Pension Trends Survey
Association of Consulting Actuaries (ACA)
2 Jan 2019 United Kingdom Automatic Enrolment, Pensions Dashboard, Legislation, Pensioners & Retirement, Savings, State Pensions, Taxation
The ACA has published a report outlining the results of its 2018 Pension Trends Survey. The report is the final one in the series and revealed that 24% of employers believe the typical retirement age in their company is now above the age of 65. The findings also revealed that 88% of employers say the April 2018 increase in minimum automatic enrolment contributions did not impact negatively on scheme participation.

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

C0113433B    
 
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.
 
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    
 

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