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.
Tom Dunbar has been appointed chief development officer at adviser platform Transact’s parent company Integrated Financial Arrangements (Integrafin).
Standard Life Aberdeen is to rebrand as Abrdn (pronounced: Aberdeen) in a move to bring together the Standard Life and Aberdeen names under one united brand.
Advised net inflows held steady at £900m for investment platform AJ Bell for the quarter ending 31 March, as advised customers rose 14%.
Two thirds (66%) of adults retiring in 2021 risk running out of money in retirement, according to a new study.
The Financial Services Compensation Scheme (FSCS) declared 11 firms in default in March, including several wealth managers and a firm involved in BSPS transers.
The FCA has apologised for its handing of the collapse of London Capital & Finance (LCF) and the Connaught Income Fund Series 1 and has set out its approach to assessing related complaints.