Pensions Newsletter - The Sovereign Group

Issue 20 – April 2021

Mohsin Ali — Thu, 01 Apr 2021 07:37:10 +0000

– Sovereign launches Occupational Pension & Savings Service
– UK Chancellor freezes Lifetime Allowance
– Gibraltar QROPS bounce back
– FCA issues Finalised Guidance for defined benefit pension transfers

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Issue 19 – March 2020

Mohsin Ali — Sun, 01 Mar 2020 08:53:23 +0000

– Cristina Cassar Difesa appointed MD of Sovereign Pension Services in Malta
– Brexit and the QROPS Overseas Transfer Charge
– Sovereign scoops International Retirement Provider award
– End of Service Gratuity (EOSG) plans gain traction in the Middle East
– Sovereign Pension Services gains Occupational Scheme Licence in Malta
– Sovereign Pension Services (UK) extends adviser support to US/UK pension business

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Issue 13 – November 2016

Mohsin Ali — Tue, 01 Nov 2016 08:56:30 +0000

– Ad hoc QROPS fees removed
– New flexible Guernsey plan
– Government abandons secondary annuities market plan
– Further reduction in AIA Report Fees
– Lifetime Allowance protection – online facility now available
– Enhanced succession planning opportunities

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Issue 18 – February 2019

Mohsin Ali — Fri, 01 Feb 2019 08:54:00 +0000

– Mauritius reports spike in licence applications
– Malta Regulator publishes new Pension Rules
– UK consolidates advisory services into Single Financial Guidance Body (SFGB)
– The Sovereign Corporate Retirement Savings Scheme
– Sovereign Group wins another award
– UK brings ‘pension cold-calling’ ban into force

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Issue 12 – April 2016

Mohsin Ali — Fri, 01 Apr 2016 07:57:11 +0000

– Flexible benefits in Guernsey
– Pensions reliefs spared in UK Budget
– Investment parameters extended to Guernsey pensions
– Malta the preferred option
– UK Lifetime Allowance Protection
– New flat rate UK State Pension
– Reduced fees for the PenTech AIA Programme

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Issue 11 – December 2015

Mohsin Ali — Tue, 01 Dec 2015 08:57:54 +0000

– International Pensions Expert Claire Du Feu joins Sovereign
– Guernsey introduces flexibility of benefits
– UK Pensions – restriction on tax relief
– Middle East “Gratuity Liabilities” Seminar
– Protection from April 2016 Lifetime Allowance reduction
– Malta QROPS fees attractive

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Issue 17 – September 2018

Mohsin Ali — Sat, 01 Sep 2018 07:54:28 +0000

– Malta postpones new pension rules
– Sean Gillease elected to the GAPP committee
– International Retirement Seminars – South Africa
– International Defined-Benefit Pension Transfers
– Sovereign offers new ‘Pensions Freedom’ product in Isle of Man
– Updated Investment Guidelines

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Issue 10 – June 2015

Mohsin Ali — Mon, 01 Jun 2015 07:58:23 +0000

– Gibraltar to consider Personal Pensions regulation
– Temporary Suspension of the ROPS list
– Timetable for Malta flexible benefits
– Darren Whitley takes new role
– PenTech to launch Pension Transfer solution

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Issue 9 – February 2015

Mohsin Ali — Sun, 01 Feb 2015 09:00:36 +0000

– Flexible Pension Benefits and Temporary non-UK residents
– Defined Benefit Transfer Guidance
– Lifetime Allowance – International Enhancement
– PenTech – New Rules to Increase
– Guernsey to Allow Flexible Benefits

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Issue 16 – February 2018

Mohsin Ali — Thu, 01 Feb 2018 08:55:01 +0000

– Sovereign acquires Concept Gibraltar book
– Tax complications for Irish non-residents
– Tom Broughton joins HK team
– Sovereign’s Investment Guidelines
– Simon Bull joins Gibraltar team
– Back in time…

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Issue 8 – October 2014

Mohsin Ali — Wed, 01 Oct 2014 08:01:48 +0000

– Increased pension flexibility could lead to rise in fraudulent activity
– Gibraltar Income Tax Registration
– Government of Gibraltar appoints PenTech as consultants
– South Africa Retirement Forum
– QROPS for UK resident members – Insurance Bond considerations

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Issue 7 – June 2014

Mohsin Ali — Sun, 01 Jun 2014 08:02:26 +0000

– Why Isle of Man for QROPS?
– Pension suitability reports
– Maximum Capped Drawdown pensions
– UK manufacturing sector pensions – regular health checks required
– New Lump Sum Death Charge Calculator
– Double Taxation Agreements — The devil is in the detail

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