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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 ombudsman has ruled in favour of a widow who complained about a pensions firm, ordering it to pay nearly £80,000 in lump sum death benefits.

Average retirement incomes have hit a near three year high, a report said today.

James Hay is fighting an HMRC charge of nearly £2million in connection with a probe into a non-standard investment.

The Ombudsman has ruled against adviser firm Sesame in a case surrounding advice for a Sipp transfer.

A director of pensions and investments firm LV= was killed at the weekend after intruders shot him.

Two trustees have been banned because of a pension scheme with £16m of mainly ‘exotic’ investments that “bore the hallmarks of a scam”.

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