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Pension savers set to get more flexibility | Pension savers set to get more flexibility |
(about 4 hours later) | |
The government has announced changes to the rules on pensions that they say will give savers more freedom. | |
From April, there will be no obligation to buy an annuity from an insurance company with money saved in a pension, according to the Treasury. | |
More flexible options will include continued investment or moving to a process called "income draw-down". | More flexible options will include continued investment or moving to a process called "income draw-down". |
But a limit will still be imposed on the amount of money a pensioner can take from their fund at any one time. | |
Annuity | |
An annuity is a financial product that guarantees a set retirement income for the rest of your life and is bought using pension savings. | |
However, when the annuity-holder dies, none of that money gets handed down to family members. | |
The proposed law, as promised in the June emergency Budget, will remove the effective obligation to buy an annuity at age 75. | |
From next April, people will be allowed to leave their personal pension savings in a fund, the government proposals reveal. | |
However, the new law will stop people spending all their pension savings and then falling back on the state. | However, the new law will stop people spending all their pension savings and then falling back on the state. |
They will be able to withdraw what they need, up to an annual maximum equivalent to a typical annuity income. | |
Those who already have a secure pension income of £20,000 a year will be able to withdraw any additional personal pension fund money, without restriction, but subject to income tax. | |
Benefits | |
"Those with large pension funds and other sources of income... are likely to benefit most from any enhanced flexibility," said George Bull of accountants Baker Tilly. | "Those with large pension funds and other sources of income... are likely to benefit most from any enhanced flexibility," said George Bull of accountants Baker Tilly. |
"Most contributors are still likely to opt for an annuity, which will more or less provide a guaranteed income for life," he added. | |
The new pension legislation will form part of the 2011 Finance Bill. | The new pension legislation will form part of the 2011 Finance Bill. |
"The new rules will mean that you will not need to buy an annuity from a life insurance company, you can just drain your pension savings directly instead," said annuity expert Billy Burrows. | |
"However, the government intends to increase the tax rate from 35% to 55% on any lump sum left over to your inheritors from this pension pot when you die." | "However, the government intends to increase the tax rate from 35% to 55% on any lump sum left over to your inheritors from this pension pot when you die." |