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Personal Finance Society
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Qualification
Withdrawing August 2018The RQF Level 4 Award in Pensions Update is a single unit qualification that develops and tests knowledge of pension reforms and how they impact at-retirement advice.
Qualification
The level 4 Certificate in Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms. The Certificate sat...
Research | 27 Mar 2017
Independent review into State Pension Age by John Cridland CBE recommended reforms to State Pension Age and the pensions Triple Lock.
Technical articles | 30 May 2013
We have already provided details earlier in the year looking at the then new Pensions White Paper and the accompanying impact assessment. Since then the government - or perhaps that should be the Chancellor - has brought forward the planned start date of the single tier pension to April...
Research | 08 May 2015
Pensions expert (now Pensions Minister) Dr Ros Altmann discusses the opportunity the pension reforms present to the advice sector be able to demonstrate, to consumers, the value of financial advice. The freedoms were designed to ensure all pension savers, whether their funds are large or sm...
Research | 20 Apr 2015
Following preparation since the announcement in Budget 2014, the Government's personal pensions tax freedoms and related reforms came into force on 6 April 2015.
Technical articles | 01 Apr 2015
Now the long-awaited pension reforms are nearly in place, Laurence Baxter provides a policy context on the changes themselves and the various efforts to prepare for them.
Research | 01 Jul 2010
Steven Cameron summarises the 2012 pension reforms introducing a controversial new charging structure for the National Employment Savings Trust (NEST) scheme which will combine a fund management charge with a charge on contributions. He examines both sides of the argument, AEGON concludes t...
Research | 17 Feb 2016
Research by the CII conducted in late 2015 on how consumers are accessing pensions following the "pensions freedoms" coming into force.
 
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