Companies shifting pension assets en masse to insurers seems to be a trend that will not buck anytime soon in the U.K., ...

Here are five ways assets in RRSPs can be transferred on a tax-deferred or tax-free basis. Switching financial institutions ...

Labour estimated the change will bring in £640m in the first year but new analysis shows it is likely to be in the billions ...

Converting to a corporate trustee shouldn’t disrupt death benefit nominations so long as the paperwork has been done ...

Experts believe Rachel Reeves and Labour will rake in a lot more from the pension inheritance tax raid than first thought.

The transfer balance cap is a lifetime limit on the amount a person can move from super accumulation phase, and there aren’t ...

A typical firm’s exposure to redress liabilities in relation to defined benefit (DB) pension transfer advice is now likely to be below 5% of the transfer value advised. This is according to ...

A typical firm’s exposure to redress liabilities in relation to defined benefit (DB) pension transfer advice is now likely to be below 5 per cent of the transfer value advised, First Actuarial’s new R ...

Advisers and accountants need to be aware of the interplay between transfer balance account reporting and minimum pension ...

From a sales standpoint, a lot went right for Prudential Financial in Q4, and the year as a whole. Life sales and PRT deals, in particular.

Legal & General Assurance Society Limited, a leading UK pension risk transfer provider, has completed a £370 million buy-in ...