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2012 Predictions from Rowanmoor Pensions

21 November 2011

Ian Hammond, Managing Director, Rowanmoor Pensions comments on the prospects for the pensions market in 2012:

“2011 has been a busy year for the pensions industry. Whilst hoping for a period of calm, there will no doubt be yet more change in 2012.

“We are likely to see a flurry of transfers from insured personal pension arrangements into small self-administered schemes due to the abolition of protected rights in April 2012.

“Small occupational pension schemes will get a full exemption from the new requirements of the Pensions Act and hence be able to continue offering scheme pension.

“Pressure will grow on the Chancellor to bring back a maximum drawdown pension of 120% of the Government Actuary’s Department’s (GAD) rate whilst quantitative easing keeps gilt yields low.

“The FSA’s focus on SIPPs will continue into 2012. While we hope that the FSA will finally acknowledge the difference between simple SIPPs and bespoke SIPPs and seek to differentiate the regulatory requirements, we also believe concerns over FSA intervention will force a number of small SIPP operators to seek mergers or to be subject to takeover by larger organisations.

“The FSA will also seek to raise the capital adequacy for SIPP operators but will face problems of risk rating the different business models. Although a consultative process will commence, no decisions are likely to be finalised.

“HMRC is likely to withdraw the approval from a number of QROPS as they are being used for tax avoidance arrangements in the UK rather than for their original purpose; providing pensions for UK residents who move permanently overseas.

“Liberal Democrat calls for reduced tax relief on member contributions will be rejected by the Chancellor as will think tank calls to remove or cap the Pension Commencement Lump Sum.

“As the dates for pension scheme auto-enrolment get closer, small companies will wake up and realise that doing nothing is not an option. This will create real opportunities for corporate pension advisers.

“All in all, an exciting year ahead.”

For further information on Rowanmoor Pensions please visit the website at http://www.rowanmoor.co.uk

- Ends –

Rowanmoor Pensions

Ian Hammond
Managing Director
Rowanmoor Pensions
08445 440 774
ian.hammond@rowanmoor.co.uk

Anna Hopkinson
Marketing Manager
Rowanmoor Pensions
08445 440 667
anna.hopkinson@rowanmoor.co.uk

Redleaf Polhill

Sally Walton/Stacey Puddepha
020 7566 6750
sw@redleafpolhill.co.uk
sp@redleafpolhill.co.uk

Notes to Editors

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