City Trustees - part of Mattioli Woods



News and Media

2015

14 May Pensions Perspective: Can a non-UK resident join a UK pension scheme?
11 May Pensions Perspective: Do we need to retest the borrowing limits when refinancing?
24 Apr Does taking a dependant's flexi-access restrict the ability to make pension contributions?
22 Apr Auto enrolment and pension protection - an update
22 Apr Pensions Perspective: As a scheme trustee, should I allow the company to break the lease on the property held within the scheme?
10 Apr Pensions Perspective: When will the minimum retirement age increase from age 55?
02 Apr Pensions Perspective: Easter Special
27 Mar Pensions Perspective: Does Pensions Liberation really effect SSAS and SIPP's?
20 Mar Pensions Perspective: How does a scheme know a member is subject to the new money purchase annual allowance?
13 Mar Pensions Perspective: Can a scheme delay the payment of death benefits?
05 Mar Pensions Perspective: Can I make a contribution if I am in flexible drawdown?
27 Feb Pensions Perspective: Can I commute a small pot before April and still make contributions to pension post April under the annual allowance rules?
11 Feb Pensions Perspective: How do you deal with borrowing when purchasing a property at auction?
04 Feb Pensions Perspective: Do we need two solicitors if a pension scheme is purchasing property from the company?
30 Jan Pensions Perspective: If I retire before April 2015 can I still continue to contribute to my pension?
28 Jan City Trustees to administer Bellpenny's pension administration business
23 Jan Pensions Perspective: What is the difference between an in specie transfer and a cash transfer?
14 Jan Pensions Perspective: If I have protected status, why shouldn't I join my new employers group life scheme?

2014

24 Dec Pensions Perspective: What would the ghost of pensions yet to come show me?
18 Dec Pensions Perspective: How can I make sure that I am not auto-enrolled?
11 Dec Pensions Perspective: Can my client use residential property within his SIPP?
09 Dec City Trustees sets the standard for non-standard investments
05 Dec Pensions Perspective: Will the scheme treat compensation as a contribution?
05 Dec Autumn Statement 2014: changes to annuities and abolition of 55% pensions death tax charge
28 Nov Pensions Perspective: If I decide to make a contribution, do I stop being protected?
25 Nov City Trustees Launches SIPP Property Transfer Offer
18 Nov Pensions Perspective: what happens if my estimated earnings are wrong?
10 Nov Pensions Perspective: can I buy property at auction to put into my pension scheme?
04 Nov Pensions Perspective: can I really cash in my pension and buy a Lamborghini?
14 Oct Case study: commercial property
06 Oct City Trustees boost IFA Support by recruiting ex-Cofunds Manager
29 Sep City Trustees welcomes move to make pension assets more viable
23 Sep Why capital adequacy should be at the top of every adviser's list of due diligence questions for SIPP providers
18 Sep Pension provider's voice concern over customer service levels as legislation comes into effect
15 Sep Government announces three pension flexibility options for April 2015
07 Sep Concerns over FCA U-turn of commercial property as a standard asset
11 Aug City Trustees acquire pension administration business from Ashcourt Rowan plc
24 July City Trustees responds to FCA SIPP warning
22 July An overview of the Budget reforms
15 July Warning - unauthorised payments in SIPP or SSAS property
27 Jun Loanbacks from a SSAS
25 Jun How has the budget affected flexible drawdown?
21 May Commercial Property Investments within a Pension
20 May Budget changes - pension flexibility and changes to Finance Bill 2014
11 Apr City Trustees recruits former Cofunds Manager to boost IFA Proposition
21 Mar Our view: Budget 2014
11 Mar City Trustees enters into strategic partnership with Adviser Home
04 Mar Fixed protection vs individual protection: getting the protection right
28 Feb Fixed protection 2014: the need for advice
17 Feb City Trustees Appoints Sanderson to Head Pension Administration

2013

23 Dec Merry Christmas from City Trustees
18 Nov The pooling of SIPP funds
18 Oct Lower SSAS errors by adding an independent trustee to your pension scheme
10 Oct Budget update 2013 - residential property investments
20 Aug A guide to pension death benefits
25 Jul Mattioli Woods recruits former Cofunds head to boost IFA offering
05 Jul Mattioli Woods plc appointed to operate HD SIPP
21 Jun City Trustees is awarded 5 Star Defaqto Rating for SIPP product for the second year running
17 Jun HMRC publish individual protection 2014 proposal plans in light of lifetime allowance legislation
23 Apr Acquisition of pension administration business of Ashcourt Rowan plc
29 Mar Changes to capped drawdown gives clients a timely boost to income
22 Mar Budget 2013 reveals that SIPPs may be allowed to hold residential property
18 Mar HMRC attacks pension liberation schemes
25 Feb You can take away my home, but you will never take my pension!
18 Feb Mattioli Woods plc expects SIPP market consolidation over new capital adequacy requirements
24 Jan Government shake-up state pension
14 Jan When should a pension scheme register for VAT?
14 Jan Residential property within a SSAS or SIPP

2012

07 Dec Autumn Statement 2012: a summary of key points affecting pensions and taxes and allowances
05 Dec New City Trustees due diligence document to assist IFAs
04 Dec Time for change: introducing gender neutral rates
03 Dec Mattioli Woods Group earmarks £750k for City Trustees to meet new FSA SIPP capital adequacy rules
30 Nov City Trustees launches new drawdown SIPP
12 Nov City Trustees releases SIPP Property transfer campaign
05 Nov City Trustees to host free pension seminar for IFAs in Manchester on 5 December
26 Sep City Trustees is awarded 5 Star Defaqto Rating for SIPP product
18 Sep City Trustees featured in IFA Online discussing connected party transactions
10 Aug Managing Pensions Issue 2 - free newsletter for IFAs

 

City Trustees is a trading name of Mattioli Woods plc. For news updates on the Group, please visit our central News & Media on the Group website.