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.
Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.
Millions of public sector workers may need financial advice to guide them through their pension options as the Government decides how to respond to the McCloud judgment on age discrimination.
Over three quarters (85%) of retired people over 50 think they retired too early, according to a new survey.
The XPS Pension Transfer Watch Index for September saw pension transfer activity plummet at the same time as scam alerts surged - with 62% of pension transfers highlighted as potential scams.
Speeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.
The FCA has today banned indefinitely two directors of an IFA firm for their roles in submitting “false and misleading information” about customers’ high net worth status when making SIPP applications.