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Pension change based on "highly uncertain assumptions" | |
(about 1 hour later) | |
The Budget's pension changes are based on "highly uncertain assumptions" and may lead to "market failure", according to a respected think-tank. | |
The Institute for Fiscal Studies (IFS) said the changes were "one of the biggest shake ups seen in a long time". | |
But it questioned estimates about the increased tax revenue the new scheme would initially generate, and said it could create "losers". | |
The IFS also queried how other tax cuts would be funded. | |
Chancellor George Osborne expects the pension changes to increase government revenues, at least in the first few years, because more people will be able to make taxable withdrawals from their funds. | |
The government predicts increased income tax receipts of up to £1.2bn in 2018-19, based on an assessment that 30% of people in defined pension contribution schemes will opt to take out their pension at a faster rate than via an annuity. | |
'More expensive' | |
But IFS director, Paul Johnson, said that "depends on highly uncertain behavioural assumptions about when people take the money". | |
The chancellor's changes are partly a response to worries that annuities - the most common option for current pensions, which offer a guaranteed income for life - are not giving customers the best value for money. | |
But Mr Johnson said the new rules could create even bigger problems. | |
"It will likely make annuities even more expensive for those who do want to buy them. | |
"The market will become much thinner and there will be greater levels of adverse selection - only those expecting to live a long time will want to buy an annuity, thereby driving up the price. | |
"There is a market failure here. There will be losers from this policy." | |
Mr Johnson also said that increased choice for pensioners in the way they managed their pensions could lead to more mistakes. | |
People aged 60 or 65 are known to underestimate their own life expectancy and especially the likelihood of living to extreme old age, he explained. | |
The chancellor has dismissed fears people might "blow" their pension pots, adding that pensioners were "responsible people who are capable of making decisions about their future". | |
An extension to tax-free childcare has also been criticised by the IFS. The scheme has "been made more generous but magically, at no extra cost," Mr Johnson said. | |
"We still lack a proper rationale and evidence base for the more than £7bn a year of public money that is now spent on childcare." | |
And there was little suggestion in Wednesday's Budget of how such apparent give-aways would be paid for, Mr Johnson said. | |
'Chopping and changing' | |
"A set of definite and permanent tax cuts look to have been matched by more unspecified spending cuts. | |
"The numbers are small in the scheme of things. But we had similar observations to make after last year's Budget. | |
"A Chancellor focussed on the sound management of the public finances over the long run would not make a habit of repeating these sorts of manoeuvres." | |
The IFS also described potential revenues from new policies to reduce tax avoidance as "uncertain". | |
Mr Johnson praised the "consistency" in increases to personal income tax allowances, and reductions in corporation tax, but criticised "chopping and changing" in business policies like investment allowances. | |
Cuts in savings taxes were also welcomed, but Mr Johnson concluded the Budget still "leaves us with as little sense as we had before of quite how the very large public spending cuts still in the pipeline will actually be delivered". |