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Pension savers set to get more flexibility | Pension savers set to get more flexibility |
(40 minutes later) | |
The government has announced changes to the rules on pensions that they say will give savers more freedom. | The government has announced changes to the rules on pensions that they say will give savers more freedom. |
From April 2011, there will be no obligation to buy an annuity from an insurance company with money saved in a personal pension, the Treasury says. | |
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 most pensioners can take from their fund at any one time. | |
Annuity | 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. | 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. | However, when the annuity-holder dies, none of that money gets handed down to family members. |
In 2009, some 450,000 people bought an annuity and 200,000 were drawing on their funds with the alternative "income draw-down" method, Treasury figures show. | |
The proposed law, as promised in the June emergency Budget, will remove the effective obligation to buy an annuity by age 75. | |
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. |
The maximum most pensioners will be able to draw in any one year will be the equivalent of the single person annuity that they could buy with their pension pot. | |
Only those who can show they already have pension income of at least £20,000 a year - for instance from a combination of the state pension and a company pension - will be able to take more from their personal pension pots. | |
They will be able to withdraw any additional personal pension fund money in one go, without restriction, though still subject to income tax. | |
Benefits | 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. | "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. | "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." |