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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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.
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Hargreaves and Schroders first to offer LTAFs in a SIPP
Hargreaves Lansdown has partnered with Schroders Capital to add two of its private markets long-term asset funds (LTAFs) to its platform.
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Phoenix Group to rebrand as Standard Life
Savings and retirement group Phoenix will rebrand as Standard Life next March.
The Chancellor could introduce a limit to the tax-free lump sums taken from pensions, cut the pension annual allowance, and tax pensions when left to descendants to raise cash in the Autumn Budget.
Concerns about saving for retirement have reduced by 20% overall when compared to last year, according to a new report.
Nearly half of financial advisers have reported losing a female client after their partner has died, according to a report by platform and SIPP provider Fidelity.
Wrap platform Nucleus has opened its doors to electronic signatures for new business and client instructions to support remote working by advisers.
The Pensions and Lifetime Savings Association - the trade body that represents 1,300 pension schemes with 20m members - has joined the chorus of concern about the Government’s potential axing of the Retail Prices Index (RPI), the measure used to decide many annual pension increases.
Investment platform AJ Bell said the Government must ensure state pension data is available on the first version of pensions dashboards when they are launched in the UK.