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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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Work and Pensions Secretary Esther McVey’s backing for the pensions dashboard in her speech at the Conservative Party Conference this week brought relief to the profession.

The CISI Annual Financial Planning Conference heard yesterday from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.

The FCA has fined Tesco Personal Finance plc (Tesco Bank) £16.4m over failings relating to a cyber attack in November 2016.

Fidelity has promoted insider Jackie Boylan to be head of its adviser-focused platform business FundsNetwork.

The CISI is urging Financial Planning members to get involved in World Financial Planning Day on Wednesday 3 October and UK Financial Planning Week from 3-10 October.

Chancellor Philip Hammond confirmed today that his next Budget will take place on Monday 29 October.


Unusually, the Budget is being held on a Monday this year. It's is typically on a Tuesday or Wednesday.

The Treasury said the Budget would “set out the government’s plan to build a stronger, more prosperous economy, building on the recent Spring Statement and last year’s Budget.”

The announcement of the Budget date was slow to emerge this year with some commentators believing the Chancellor was waiting for the conclusion of Brexit negotiations with the EU.

As there is little sign these will be concluded quickly it now appears he has decided to press ahead with a relatively early Budget date despite some experts believing it could have been put off until November or even December.

Mr Hammond Tweeted: “I’ll set out how our balanced approach is getting debt falling while supporting our vital public services, and how we are building a stronger, more prosperous economy.”

Mr Hammond moved the date of the Budget from March to the Autumn after taking over as Chancellor to avoid an end of year tax scramble.

Some commentators have predicted Mr Hammond may limit pensions tax relief and introduce other pension changes but the Treasury has not commented on any speculation.

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