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.
The FCA has urged financial services firms to be ready for the end of the Brexit transition period on 31 December as it prepares to make 300 updates to its website.
Nearly 120 pension schemes have signed up to back a campaign launched by The Pensions Regulator to do more to fight pensions scams.
The FCA’s Financial Services Register will be offline for five days from 31 December to 4 January while the regulator makes Brexit-related changes.
Adviser data and ratings provider Defaqto has added 1,047 risk-rated funds and DFM Model Portfolios to its Financial Planning software Defaqto Engage.
Fund manager and SIPP provider 7IM has launched a range of multi-asset funds which it says will offer advisers low-cost and highly diversified passive investments.
Chancellor Rishi Sunak will present his next Budget to MPs on 3 March.