Bookmark Us

Latest Blogs

  • 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

Rumours of a tax rise in the Budget have encouraged 16% of people to plan to raid their pension pots for tax-free cash, according to new research.

Concerns over pensions adequacy remain a priority for some people, according to a survey from the Pensions and Lifetime Savings Association (PLSA).

Whilst the majority of UK workers between the age of 43 and 58 have clear aspirations for their retirement, but only 12% have clear financial goals and a budget for retirement, according to a new report.

Chancellor Rachel Reeves is considering cutting the lump sum savers can remove from their pension without having to pay tax, according to reports.

The aggregate surplus of DB pension schemes increased to £476bn at the end of September, according to the latest Pension Protection Fund (PPF) 7800 Index.

The Department for Work and Pensions has today launched a consultation on draft legislation needed to extend Collective Defined Contribution (CDC) pension schemes.

Subscriber Login

Please log-in or register to read site content

News from Twitter

Articles by Keyword