Tuesday, 21 January 2014

State Pension Age Rise – An Insight into the future


A stack of pound notesThe Chancellor recently announced that the increase in State Pension Age needs to be accelerated. This throws up some huge challenges for society.
 
Individuals must plan

We’re all going to be working longer and the temptation to allow the powerful forces of both procrastination and lack of foresight to do their worst and put off saving for the future is a strong one.

If individuals want to cease working sooner then pension planning actually becomes more relevant, rather than less so, when providing that replacement income.  Individuals must decouple the rising State Pension age with the time to cease working completely.

Pensions must adapt...
 
Government policy and the financial services industry must do a number of things now to stem this:
  • Financial education in the schools to actively espouse the benefits of long-term savings in to a pension scheme.
  • The Government needs to re-open the debate on early access.
  • Pensions may have to end and become something else so they can be accessed for other socially helpful purposes such as health care provision. Or defer your tax-free cash as an invested lump sum to help. Or why not let a pension scheme run a retirement home for its pensioners. Part of the pension can be an income and another proportion of the pension could be accommodation and health care.  
Savers need to be encouraged to save and understand that it’s their responsibility to provide for themselves in their dotage. 

Employers - the front line

Employers are going to be at the front line of this problem. I am all for removing restrictions and allowing individuals more flexibility in their lives. However, there is a risk that employees will not be able to afford to retire.  Succession planning will falter, younger employees will be held back as older colleagues remain in the workforce and businesses will under-perform and potentially fail.




David Brooks
Pensions Consultant
 
Telephone: +44 (0)20 7893 3456
Email:  contactus@broadstoneltd.co.uk

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