News & Articles

My Workplace pension and COVID 19

My Workplace pension and COVID 19 The spread of COVID-19 has contributed to a significant fall in share prices and, for many people, a significant reduction in the value of their pension pot. Though this can be worrying but it needs to be seen in the context of long-term stock market performance. Pensions are intrinsically […]

Category: Uncategorized
Author: Jenny Pearce / March 27, 2020

COVID-19 update for Pension Scheme Members

COVID-19 update We are all aware of the current situation with the accelerated spread of the covid-19 pandemic. We really are in unprecedented times and Governments are mobilising both on the Health and Financial front to support those that fall ill and to stabilise and assist businesses and the World Economies as a whole. If […]

Category: Uncategorized
Author: Jenny Pearce / March 17, 2020

Budget March 2020 – Changes to Pensions

Following on from last weeks budget the following changes were made to Pension Rules: Tapered Annual Allowance As a result of the unintended consequences that the Tapered Annual Allowance has had for staffing levels within the NHS, changes were strongly anticipated. From 6 April 2020, the two income thresholds – Adjusted Income and Threshold Income […]

Category: Uncategorized
Author: Jenny Pearce /

Utilising unused pension allowances

Over recent years there have been numerous changes to pensions and in particular to the annual allowance and not for the better! The benefit of topping up your pension with unused allowances from previous years are often overlooked. Utilising these allowances is often the cornerstone of our recommendations. What is the annual allowance? In essence […]

Category: General News
Author: Jon Isaacs / June 13, 2019