Elaine Turtle, Director at DP Pensions, is asked what one thing she would most like to see in the upcoming Budget.
Unlike her husband, the other love of Elaine Turtle’s life won’t send her a card or flowers on Valentine’s Day but that does not stop her loving SIPPs– and she believes advisers and their clients should feel the same way.
Pension sector professionals have been digesting a Supreme Court judgement yesterday in what is being hailed as a possible landmark case. Elaine Turtle, Director at DP Pensions, said: “This brings occupational schemes into line with the Personal Pension market who have paid out to anyone that is financially dependent with the member on death – so same sex couples have always been able to have lump sum death benefits. I am surprised it has taken so long for these types of schemes to move with the times.”
Elaine Turtle, Director, DP Pensions presents an example of client confusion that can still surround annual allowance tapering.
The industry body representing SIPP and SSAS providers has handed out a trio of Honorary Lifetime Memberships.
Elaine Turtle, Director at DP Pensions, has been awarded Honorary Lifetime Membership in recognition of her service to AMPS over many years.
The Association of Member-Directed Pension Schemes has also announced its new chairman and committee members.
Whether or not pensions cold-calling is banned, it is vital providers and advisers work together to help educate consumers on the dangers of chasing unrealistically high returns, says Elaine Turtle of DP Pensions.
Elaine Turtle, Director at DP Pensions, and other industry experts outline their wish list for the Autumn Statement.
Elaine Turtle, Director at DP Pensions, tells how a self-administered scheme threatened to leave a family disadvantaged when the father died.
Changes that SIPP providers are being told to make to their illustration systems are ‘nonsensical’, says Elaine Turtle, Director at DP Pensions.
Elaine Turtle, Director at DP Pensions, believes politicians should stop meddling with the pension system – although, if there absolutely has to be a change, some form of simplification of the tax relief system could work.