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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.

  • 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.

  • 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.

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Despite the effect of the Coronavirus pandemic, Charles Stanley Group revenue has increased 1.7% for the second quarter of 2020 year on year due to strong progress from the Financial Planning division.

Interactive investor (ii), the flat fee investment platform, has completed its takeover of rival The Share Centre, creating a group with 570,000 customers.

New UK commercial property rules announced on Wednesday - making it easier to convert commercial properties into residential housing - could hit investors in commercial property using SIPPs and SSAS.

Private sector employee contributions doubled in the past decade from £8.3bn in 2009 to £16.6bn in 2019.

Single male pensioners receive up to 26% more income than single female pensioners, according to a report using data complied from the Office for National Statistics.

The FCA has extended the deadline for firms to complete the first assessment of the “fitness and propriety” of their Certified Persons under the new Senior Managers and Certification Regime (SMCR) from 9 December until 31 March.

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