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  • James Jones-Tinsley: Aiming for an advice-guidance sweetspot

    As Nikhil Rathi is reappointed as CEO of the Financial Conduct Authority (FCA) for another five years, the FCA has set out its strategic direction for 2025/26, with important implications for financial advisers.

  • Lisa Webster: Maximising protected tax-free cash

    While 2024 ended with a lot of doom and gloom in the pension world following the big announcement on inheritance tax (IHT), there was some good news that may have slipped under the radar of some advisers.

  • 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.

  • Tilley: Is the age 75 trigger date now irrelevant?

    Age 75 has been an important milestone in pension rules since A day in 2006. It was the latest age at which a compulsory annuity purchase was required (prior to Pensions Freedoms). It's arguably it’s long been an arbitrary line in the sand, noting that life expectancy has been on the increase for the last 20 years, but this trigger age has remained unchanged.

  • 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.

Popular News

Latest News

Platform and SIPP operator AJ Bell is to open its adviser platform to selected DFM funds from the second half of 2020, it revealed in its six month interim results out this week.

The Financial Services Compensation Scheme received 4,100 extra SIPP and pensions claims 2019/20 than it expected, resulting in increased cost of £3.9m.

Momentum Pensions, a UK and international SIPP and pension provider, has appointed seasoned financial services executive Sandra Robertson as its new group chief executive as Stewart Davies hands over the role after six and a half years.

The Financial Services Compensation Scheme has declared 12 failed firms in default in April - including former major SIPP provider Berkeley Burke.

Carey Pensions, now know as Options SIPP, has claimed victory in the long-awaited Adams Case over who is liable for SIPPs investments.

Retirement solutions and platform provider Embark is planning a tie-up with Openwork, one of the UK’s largest adviser networks, which will see Embark's new Advance platform become the lead supplier to Openwork’s 2,000 advisers for five years until 2026.

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