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Thousands set to cash in pension pots next year | Thousands set to cash in pension pots next year |
(about 4 hours later) | |
Up to 200,000 people are set to cash in their pension pots all in one go next year, according to new research. | Up to 200,000 people are set to cash in their pension pots all in one go next year, according to new research. |
From April 2015, all those over the age of 55 will have the freedom to take all their savings out of their pension fund, if they wish. | From April 2015, all those over the age of 55 will have the freedom to take all their savings out of their pension fund, if they wish. |
As many as 12% of those with pension savings will do so, says the investment adviser Hargreaves Lansdown. | As many as 12% of those with pension savings will do so, says the investment adviser Hargreaves Lansdown. |
In response, the Treasury insisted that people should be free to do what they like with their pensions. | |
If the estimates prove accurate, the government could be in line for a tax windfall of up to £1.6bn. | |
But the research also showed widespread ignorance on how much tax is payable on such withdrawals. | But the research also showed widespread ignorance on how much tax is payable on such withdrawals. |
Only just over a third of those questioned in a survey knew how much tax would be deducted if they cashed in a medium-sized pension pot. | Only just over a third of those questioned in a survey knew how much tax would be deducted if they cashed in a medium-sized pension pot. |
Those with larger savings were even less likely to know what their tax bill would be. | Those with larger savings were even less likely to know what their tax bill would be. |
More than 1,000 adults with defined-contribution scheme pensions were questioned by Ipsos Mori for the research. | More than 1,000 adults with defined-contribution scheme pensions were questioned by Ipsos Mori for the research. |
Guidance | Guidance |
Tom McPhail, the head of pensions at Hargreaves Lansdown, called on the government to provide more protection for consumers who do withdraw large sums from their pension pots. | Tom McPhail, the head of pensions at Hargreaves Lansdown, called on the government to provide more protection for consumers who do withdraw large sums from their pension pots. |
"We want investors to take responsibility for, and to engage with, their savings, but we also don't want then paying unnecessary tax bills or running out of money." he said. | "We want investors to take responsibility for, and to engage with, their savings, but we also don't want then paying unnecessary tax bills or running out of money." he said. |
He has previously warned that the ability to withdraw money so easily from a pension fund has the potential to create a mis-selling scandal. | He has previously warned that the ability to withdraw money so easily from a pension fund has the potential to create a mis-selling scandal. |
But the government said it was right that people could do what they liked with their pension savings. | |
"That freedom is a key part of our long-term economic plan," said a Treasury spokesperson. | |
Those withdrawing money are allowed to take 25% as a one-off tax-free lump sum, but thereafter are liable for tax according to their income. | Those withdrawing money are allowed to take 25% as a one-off tax-free lump sum, but thereafter are liable for tax according to their income. |
Someone who normally pays 20% income tax might therefore have to pay tax at 40% - if the pension money takes them over the higher rate tax threshold. | Someone who normally pays 20% income tax might therefore have to pay tax at 40% - if the pension money takes them over the higher rate tax threshold. |
As part of the new freedoms, the government has promised that people will be given free guidance on how to manage their pensions. | As part of the new freedoms, the government has promised that people will be given free guidance on how to manage their pensions. |
The chancellor confirmed last week that such help will be delivered by the Citizens Advice service. | |
However, there are still questions about how useful the advice will be. |
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