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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6 in court over £75m complex SIPP fraud
Six people were due to appear in court this week over a pension fund and SIPP fraud which involved £75m being invested in storage units in the North of England and Scotland.
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IHT on pension pots will hit bank of Mum and Dad
Charging inheritance tax on unused pension funds will create confusion and increase the risk of gifting mistakes for the Bank of Mum and Dad and Gran and Grandad, equity release specialist Key Advice has warned.
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Average annuity value soars 160% in 5 years
The average value of an annuity has soared 160% since 2021, according to newly-published client data from Hargreaves Lansdown.
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Younger investors bet on property and pensions for retirement
The majority of Millennials (56%) and Gen Z (62%) see a mixture of pension and property as their main retirement asset, according to new research.
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Thousands sign pension-switch petition
A petition calling for a 10-day pension switch guarantee has attracted more than 2,000 signatures in its first two weeks.
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40m pension records connected to Dashboards ecosystem
More than 40m pension records have connected to the Pensions Dashboards ecosystem since April.
There were 7.13m taxpayers of pension age for the 2022/23 tax year, a 6% increase year on year, according to the latest data from HMRC.
There’s overwhelming opposition to the proposed introduction of IHT on unused pensions, according to a new survey conducted by SSAS provider WBR Group.
The aggregate surplus of DB pension schemes fell to £232.7bn at the end of February, according to the latest Pension Protection Fund (PPF) 7800 Index.
The IHT changes announced in the Autumn Budget have triggered a shift in the advice that IFAs are providing to their clients, according to a new study.
Annuity incomes have surged to a 16-year high as the market booms, according to the latest data from Hargreaves Lansdown’s annuity search engine.
The FCA wants more vulnerable customers to seek help as it emerged that just four in 10 vulnerable clients have disclosed their vulnerability to the regulated firms they deal with, it said this week.