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Pension projections cut by FSA to stop 'false impressions' | Pension projections cut by FSA to stop 'false impressions' |
(about 3 hours later) | |
Projected investment returns on pension plans must be reduced from 2014, says the Financial Services Authority (FSA). | |
The City regulator wants investment firms to show more realistic, and also less optimistic, potential returns than those currently used. | |
It said this will reduce the chances of investors getting a "false impression" of the value of their potential future pensions. | It said this will reduce the chances of investors getting a "false impression" of the value of their potential future pensions. |
Firms will have a year to implement the new rates, which begin in April 2014. | Firms will have a year to implement the new rates, which begin in April 2014. |
The FSA also says the new regulations will limit the impact of management charges on someone taking out a product such as a personal pension or a life policy. | |
For many years the rules have required firms to project possible rates of return on investments, to show investors what they might receive. | |
These are not a guarantee of possible cash pots, but do provide a flavour of what people might eventually gain from years of making contributions into private pension plans. | |
Pension firms are currently meant to give three different rates of return - 5%, 7% and 9% - and to revise them down if a product appears unlikely to achieve this. | |
But the FSA has been consulting on plans to strengthen these rules. | |
It had found that some firms had failed to downgrade the investment projections in their promotional literature, even when it had become clear that they were unlikely to be fulfilled. | |
And the FSA was advised that the old projections were in any case out of line with economic reality. | |
It said the new projection rates will be cut to 2%, 5% and 8% to make sure customers are not given exaggerated or potentially misleading information. | |
Tom McPhail, head of pensions research at Hargreaves Lansdown, a financial services company, said: "It is important to remember that these are just projections - they will have no impact on what investors actually get back from their savings. | Tom McPhail, head of pensions research at Hargreaves Lansdown, a financial services company, said: "It is important to remember that these are just projections - they will have no impact on what investors actually get back from their savings. |
"The one thing we can guarantee is that whatever projection rates are used, they will be wrong, simply because they are only projections - reality will be different." | "The one thing we can guarantee is that whatever projection rates are used, they will be wrong, simply because they are only projections - reality will be different." |
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