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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.

  • 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.

  • 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.

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Mattioli Woods, the wealth manager and SIPP provider, is on the acquisition trail again this week with a £1.6m deal to buy Edinburgh wealth manager and Financial Planner Caledonia Asset Management.

STM Group, the international financial services provider which owns Carey Pensions, has delayed its 2020 year end results following discussions with its auditors after the recent shock Adams v Carey court judgment.

DB pension transfer values showed a recovery in March after dipping in February, according to the monthly XPS Transfer Watch.

SIPP provider and wealth manager Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.

The number of people who want to retire early has more than doubled during the pandemic from 4% to 10% and more people have clearer retirement plans.

St James’s Place CEO Andrew Croft saw his earnings fall from £1.017m in 2019 to £692,788 in 2020 as the pandemic hit the company.

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