Rachel Vahey

Can clients 'double dip' on tax-free cash by transferring overseas?

Pensions

Can clients 'double dip' on tax-free cash by transferring overseas?

Rules could shake up the QROPS transfer market

clock 15 February 2024 • 4 min read
The advent gift of new rules for non-workplace pension savers

Pensions

The advent gift of new rules for non-workplace pension savers

New set of FCA rules coming into force on 1 December

clock 27 November 2023 • 3 min read
Tangled web: Are proposed pension tax rules really necessary?

Pensions

Tangled web: Are proposed pension tax rules really necessary?

Extensive changes need to be in place by April 2024

clock 14 August 2023 • 3 min read
Consumer Duty has the ability to be 'incredibly positive' for clients

Consumer Duty

Consumer Duty has the ability to be 'incredibly positive' for clients

Advisers face challenge of providing evidence of fair value in their work

clock 22 June 2023 • 1 min read
Pensions dashboard delay labelled 'hugely disappointing'

Your profession

Pensions dashboard delay labelled 'hugely disappointing'

The Pensions Dashboards Programme was delayed earlier this month

clock 21 June 2023 • 1 min read
Labour's LTA reversal plan billed merely as 'political posturing'

Regulation

Labour's LTA reversal plan billed merely as 'political posturing'

Proposed amendments to the Finance Bill were published this week

clock 15 June 2023 • 1 min read
Why now is the time to simplify ISAs to build financial resilience

ISAs

Why now is the time to simplify ISAs to build financial resilience

Six different types of ISAs trying to different savings objectives

clock 31 May 2023 • 3 min read
Pension savers can keep protected tax-free cash, HMRC confirms

Pensions

Pension savers can keep protected tax-free cash, HMRC confirms

Comes after abolition of LTA in Budget with tax-free cash limit

clock 17 March 2023 • 2 min read
Eyes on the prize: Just how sacred is pension tax-free cash?

Pensions

Eyes on the prize: Just how sacred is pension tax-free cash?

Resolution Foundation and IFS say changed needed on tax-free cash

clock 14 March 2023 • 4 min read
Rachel Vahey: Why pension lifestyle funds are from a bygone era

Pensions

Rachel Vahey: Why pension lifestyle funds are from a bygone era

Days gone by

clock 22 April 2022 • 3 min read
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