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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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Barnett Waddingham, the pensions and employee pensions firm, has appointed its first managing partner.

The FCA is proposing to retain a wider-scale public register of advisers and others working at financial services firms, it announced this morning.

Life insurance consolidator Phoenix Group has swooped on Standard Life Assurance and plans to buy the business for £3.2bn with owner Standard Life Aberdeen taking a 20% stake in Phoenix.

AJ Bell, the rapidly growing platform and Sipp provider, had declined to comment on reports it is planning to float on the stock market.

Some 17% of financial advisers have changed their preferred platform in the last 12 months as dissatisfaction with service levels grows.

Police have raided four homes and businesses as part of an investigation into “poorly-run pension schemes suspected of links to cold-calling”.

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