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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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An ex-President of the Institute of Financial Planning has penned a new book showcasing ‘inspiring’ people aged 60 – 90 that demonstrate how to make the most of retirement.

Ex-KPMG partner Patrick McCoy has joined Xafinity Punter Southall as head of investment.

More than 150 complaints have been lodged with The Pensions Ombudsman relating to the British Steel Pension Scheme.

An ex-adviser who turned client and says he lost £30,000 due to a pension transfer delay has been successful in his complaint against Intrinsic Financial Planning.

SIPP provider and wealth manager Mattioli Woods has today reported interim revenue up 16.9% to £28.4m (H1.2017: £24.3m) in the six month period ended 30 November 2017. 

British Steel Pension Scheme trustees were urged to discuss “the importance of obtaining independent financial advice” with members, amid a major restructuring of the scheme, a report has revealed.

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