Latest Headlines

Pension contributions deadline for the 2016/17 tax year

27th February 2017
Pension contributions which qualify for the 2016/17 tax year need to be in the pension trustee bank account by 5pm on 5 April 2017. The funds must show as received in the scheme bank account by close of business on that date, at the latest. The supporting pension contribution forms must also be received by Hornbuckle by 5pm on Wednesday 5...

Hornbuckle continues to allow non-standard investments

1st February 2017
The withdrawal of James Hay from the non-standard investment arena marks a significant shift in the SIPP landscape and further widens the gap between platform SIPPs and bespoke SIPPs. The FCA’s capital adequacy requirements for SIPP operators, which came into play in September 2016, has clearly influenced the direction for many SIPP operators....

Annual allowance charges for tax year 2015 to 2016

27th January 2017
It is now time for scheme members who may be subject to the annual allowance charge to declare it on their Self-Assessment tax return. If an individual has exceeded the annual allowance, and a tax charge is due, they must normally report this on their Self-Assessment Tax Return for 2015/16 (the final deadline for doing so is 31 January 2017)....

Embark closes deals white labelling pensions to platforms

14th November 2016
https://www.ftadviser.com/pensions/2016/11/10/embark-closes-deals-white-labelling-pensions-to-platforms/

Consolidation, central banks and the changing nature of advice

31st October 2016
Peter Toogood, Investment Director at The Adviser Centre discusses with Portfolio Adviser the changing dynamics within the wealth management sector that led to the firm joining the Embark Group and why markets are looking at a gloomy but not entirely overcast 2017.

Pension Savings Statement explained

30th September 2016
As a pensions administrator we will issue our clients with a copy of a Pension Savings Statement, normally once a year, for a specific tax year. On this page we provide some useful information to help you understand what a Pension Savings Statement is, why they are important and what is included in one. What is a Pension Savings Statement?...

Embark chief predicts battle of costs on horizon

13th September 2016
https://www.ftadviser.com/2016/09/13/investments/wraps-and-platforms/embark-chief-predicts-battle-of-costs-on-horizon-fOpq95MDBf7JyzALfq7E1M/article.html

SIPP providers warned platform vital to survival

2nd September 2016
https://www.ftadviser.com/2016/09/02/pensions/sipps/sipp-providers-warned-platform-vital-to-survival-igMJoU3WQ1DVtzTf5V2CqJ/article.html

Hornbuckle parent company Embark Group announces further expansion through the acquisition of Rowanmoor Group plc

15th July 2016
Hornbuckle parent company, Embark Group, has announced today that it has acquired 100% of the share capital of Rowanmoor Group plc including wholly owned subsidiaries Rowanmoor Trustees Limited, Rowanmoor Consultancy Limited and Rowanmoor Personal Pensions Limited. The acquisition has been fully approved by the Financial Conduct Authority...

Changes to our trustee deed and rules

7th July 2016
We have recently made updates to the governing trust deed and rules for the Hornbuckle Mitchell SIPP and Hornbuckle Mitchell Private Pension to reflect the way we operate those pension scheme products. Please contact us either by telephone, 0116 366 8600 or by email clientservicing@hornbuckle.co.uk, if you would like a copy of the updated...