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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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The Ombudsman has ruled that an adviser must compensate a client who lost nearly £30k through an unsecured Sipp loan.

Advisers’ calls for an income option in AJ Bell’s Managed Portfolio Service has prompted the company to launch four new portfolios.

The long-awaited ban on pensions cold calling may come into effect this year as early as June after the government committed to legislation to introduce the measure.

The first Spring Statement will be delivered by the Chancellor a week from today on 13 March, replacing the traditional March Budget.

Savers could be in line for a pension pot boost of as much as 30% this year with further rises on the way, new analysis by Aviva has shown.

Firms are now obliged to inform consumers how much they could gain from shopping around for annuities under new rules which take effect this week.

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