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Talking Points archive

Archived Talking Points issues.

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Subject Date Download
2016
HMRC launches online system for lifetime allowance protectionJul     Adobe acrobat file to download
European Pensions Management (EPM)Jul     Adobe acrobat file to download
Changes to death benefits and expressions of wishesMay      Adobe acrobat file to download
A fresh start and a new look May     Adobe acrobat file to download 
We're close to joining the Curtis Banks GroupMay     Adobe acrobat file to download
A good Budget for SIPPsMar     Adobe acrobat file to download   
Tapered AllowanceMar     Adobe acrobat file to download
2016 Lifetime Allowance protectionFeb     Adobe acrobat file to download
Curtis Banks acquisition of Suffolk LifeFeb     Adobe acrobat file to download
2015    
Summer Budget updateAugAdobe acrobat file to download
Capped Drawdown - a limited opportunityMarAdobe acrobat file to download
Suffolk Life Seminars 2014JanAdobe acrobat file to download
2014
Transferring pre A-day pensions including protected benefitsNovAdobe acrobat file to download
Changes to intestacy rulesOctAdobe acrobat file to download
The impact of new pension death lump sum rulesOctAdobe acrobat file to download
Changes to death lump sum benefitsOctAdobe acrobat file to download
Primary and Enhanced Protection update and the Autumn Statement SepAdobe acrobat file to download
Individual Protection 2014 - HMRC registration now available AugAdobe acrobat file to download
Taxation of Pensions Bill draft guidance AugAdobe acrobat file to download
Immediate considerations for advisers - annual allowance and death tax - and attachmentJulAdobe acrobat file to download
Utilising flexible drawdown post-Budget JunAdobe acrobat file to download
More flexibility for drawdownJunAdobe acrobat file to download
Is it time to move your SIPP property clients? AprAdobe acrobat file to download
The commercial property SIPP season is here AprAdobe acrobat file to download
Changes to our SIPP illustrationsAprAdobe acrobat file to download
Budget 2014 - We're ready for 27 March MarAdobe acrobat file to download
Choosing a successful DFM SIPP provider relationship - questions to ask bothMarAdobe acrobat file to download
Access great legal professionals for your next SIPP property client FebAdobe acrobat file to download
Bypass trust - added flexibility for the SIPP JanAdobe acrobat file to download
2013
Getting the protection right for your client's pensionDecAdobe acrobat file to download
Recommending Suffolk Life just got even simpler - Moneyfacts awards Nov Adobe acrobat file to download
Barclays Stockbrokers now available on SmartSIPP Oct Adobe acrobat file to download
Maximising contributions before the protection deadline - case study Sep Adobe acrobat file to download
MasterSIPP case study - looking to the future Aug Adobe acrobat file to download
SmartSIPP case study - choice and value   Aug Adobe acrobat file to download
Why an independent SIPP wrapper is important to you and your clients Aug Adobe acrobat file to download
Focus on investments with SimSIPP - case study Aug Adobe acrobat file to download
One year of SimSIPP Aug Adobe acrobat file to download
Making the most of tax relief using carry forward Jul Adobe acrobat file to download
Paying your fees during the cancellation period Apr Adobe acrobat file to download
Late changes to drawdown legislation Mar Adobe acrobat file to download
Our response to CP12/33 - a new capital regime for SIPP operators Mar Adobe acrobat file to download
Carry forward and top rate tax Feb Adobe acrobat file to download
How to reach us Jan Adobe acrobat file to download
Changes to drawdown maximum income Jan Adobe acrobat file to download
2012    
Autumn Statement Dec Adobe acrobat file to download
Capital requirements for SIPP operators explained Nov Adobe acrobat file to download
Delivering a secure, sustainable SIPP future Nov Adobe acrobat file to download
RDR - business as usual Oct Adobe acrobat file to download
Flexible drawdown - preservation of death benefits Aug Adobe acrobat file to download
Don't let drawdown get you down Aug Adobe acrobat file to download
2011
Update on the Suffolk Life SmartSIPP Nov Adobe acrobat file to download
Increased scope for contributions Nov Adobe acrobat file to download
Your client's pension savings - a second HMRC bite Oct Adobe acrobat file to download
Fixed Protection Certificate Available Aug Adobe acrobat file to download
Flexible Drawdown, after the dust has settled Jul Adobe acrobat file to download
Flexible drawdown - enhanced capabilities Jun Adobe acrobat file to download
Flexible drawdown now available Mar Adobe acrobat file to download
FSCS interim levy, pension transfers, TYE Mar Adobe acrobat file to download
Drawdown, the changes and implications Feb Adobe acrobat file to download
When a refund is not a refund? Jan Adobe acrobat file to download
2010    
Finance Bill 2011 update Dec Adobe acrobat file to download
2009    
Financial Services Compensation Scheme Dec Adobe acrobat file to download
Memo 101 - 20th anniversary  Oct Adobe acrobat file to download
Change to retirement ages  Jul Adobe acrobat file to download
Pension budget changes May Adobe acrobat file to download
Redundancy  Mar Adobe acrobat file to download
A turbulent time to retire Jan Adobe acrobat file to download
2008    
Reaction to the pre budget report Dec Adobe acrobat file to download
PCLS protection Sep Adobe acrobat file to download
Protection revisited Jul Adobe acrobat file to download
DWP consultation on protected rights Mar Adobe acrobat file to download
Salary sacrifice explained Feb Adobe acrobat file to download
2007    
In specie contributions revisited Dec Adobe acrobat file to download
Joint nominee property purchase Oct Adobe acrobat file to download
Taxing overpayments of income/PCLS Jul Adobe acrobat file to download
Enhanced protection & partial transfers Jun Adobe acrobat file to download
ASP - collateral damage May Adobe acrobat file to download
2006    
In specie share contributions Sep Adobe acrobat file to download
Taxable property Aug Adobe acrobat file to download
ASP and IHT - part two Jul Adobe acrobat file to download
UI/ASP death benefits and IHT Jun Adobe acrobat file to download
Tax free cash recycling Feb Adobe acrobat file to download
Pre A-Day planning Feb Adobe acrobat file to download
Drawdown & benefit crystallisation Jan Adobe acrobat file to download
Drawdown and the new regime Jan Adobe acrobat file to download
IHT and the new pensions tax regime Jan Adobe acrobat file to download
2005    
Government u-turn - no to residential property Dec Adobe acrobat file to download
Contributions to a registered scheme Nov Adobe acrobat file to download

Please bear in mind that all articles are written with our understanding of legislation at the time, and this is subject to change over time. 

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.