Insights

We’re looking for Operations Administrators in Bolton

In your role as an Administrator, your primary focus will be to deliver a complete administration service and exceptional customer service to pension clients. The role is very process driven and successful applicants will be required to process general day-to-day administration tasks within one of our teams. The scope of the role covers the support of […] Read more.

5 November 2018

Our thoughts on the Autumn Budget 2018

Time to abolish the Lifetime Allowance Thankfully, the 2018 Autumn Budget involved minimal tinkering with pensions – something that we welcome here at the Embark Group. As was widely expected, the government increased the Lifetime Allowance for pensions savings to £1,055,000 from April 2019, in line with CPI. The Lifetime Allowance, which currently stands at […] Read more.

31 October 2018

Important changes to our Client Terms and Conditions

Our Client Terms and Conditions have been updated to incorporate the new data protection rules called the General Data Protection Regulations (EU) 2016/679, otherwise known as GDPR, which comes into effect in the UK on the 25th of May 2018. Please refer to our updated Privacy Notice for further information. In addition to the GDPR […] Read more.

26 April 2018

Important changes – General Data Protection Regulations

Our Client Terms and Conditions have been updated to incorporate the new data protection rules called the General Data Protection Regulations (EU) 2016/679, otherwise known as GDPR, which comes into effect in the UK on the 25th of May 2018. GDPR is a new set of rules designed to give EU citizens more control over […] Read more.

26 April 2018

Relief at source for Scottish income tax

Please note the below copy is taken from the HMRC newsletter. 1. What’s changing On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 tax year. For 2018 to 2019 the Scottish Government has announced the following rates for people who live in Scotland: […] Read more.

1 March 2018

MIFID II legislation update

As a Financial Adviser you may be affected by the requirements to be introduced under MiFID II (the second Markets in Financial Instruments Directive). In relation to our duties as a SIPP Operator, EBS Pension Limited is not a MiFID firm, and is not a manufacturer for the purposes of MiFID II. However, you may […] Read more.

13 December 2017

Legislation changes – 3rd January 2018 – Impacting SIPP Terms of Business

As you are probably aware, new legislation will come into effect on 3 January 2018. Therefore, we have updated the EBS SIPP Terms of Business document to reflect the below point. Legislation now requires firms to undertake more extensive reporting of client transactions to the FCA. This means firms need to be able to correctly […] Read more.

13 December 2017