Jon Greer

Government figures show HMRC processed 13,652 forms in three months from October to December

Warns IHT on pensions will place ‘huge burden’ on personal reps

Analysis finds savers have recouped more than £1.5bn since introduction of pension freedoms in 2015

HM Revenue & Customs (HMRC) repaid £48.7m over the second quarter of the year for pension flexibility tax overpayments.

Research proposes simpler alternatives

Industry says minister’s appointment comes during a ‘critical’ year for pensions policy

About 30% of savers took regulated advice before accessing their pot

Quilter presses DWP to take ‘urgent action’ over transfer delays

FCA proposed no changes to initiative but said the industry must do more to support savers

25% of pension transfer assessments in Q1 2023 raised red flag scam warnings