Latest Blogs
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James Jones-Tinsley: Guided Retirement Duty could be game changer
During May, the Pensions Policy Institute (PPI), sponsored by The Pensions Regulator (TPR), concluded that defined contribution (DC) pension savers – including those in SIPPs, as well as in Workplace Pensions - require more guidance when choosing suitable retirement products.
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Lisa Webster: Overcomplicated rules are a threat
It may be more than a year since the Lifetime Allowance was formally abolished but issues are still emerging from the mess made by rushed legislation.
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Lisa Webster: To gift or not to gift?
Since the announcement that pensions are to be included in estates for inheritance tax (IHT) purposes the question of whether those with large pension pots should be giving some funds away has become increasingly common.
Popular News
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PMI and SPP call for improved Pension Schemes Bill
The Pensions Management Institute (PMI) and the Society of Pension Professionals (SPP) have today issued a united call for improvements to the Pension Schemes Bill.
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SSAS and pension appointments at WBR Group
SSAS administration and integrated professional services provider WBR Group has made two key promotions to strengthen its technical and proposition capabilities, it said.
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Surge in IHT queries and 'lesser known' strategies
Financial Planners at wealth manager Rathbones have reported a surge in client queries about estate planning amid concerns of possible changes to the IHT regime in the forthcoming Budget.
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Pension savers rushing to take 25% tax-free cash
Pension savers rushed to withdraw their 25% tax-free cash in unprecedented volumes in the 2024/25 financial year, according to new FCA data.
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People want guaranteed income in retirement: survey
Two-fifths ( 39%) of pension savers say that a guaranteed income is their main priority in retirement.
Pensions and investment company Aegon has launched a Financial Wellbeing tool aimed at helping 45m UK adults assess their personal financial wellbeing and how to make improvements.
Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.
Financial Planning firm Insight Financial Associates (Insight) has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.
Women are twice as likely (17%) to leave Financial Planning to their partner than men (8%), according to a new report.
The Financial Conduct Authority (FCA) has published a new web page to help British Steel workers who transferred out after receiving unsuitable advice better understand the claims process.
The Treasury has rejected any immediate changes to pensions tax relief, despite MP recommendations for an urgent reform.