Bookmark Us

Popular News

Latest Blog

  • 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.

  • Martin Tilley: FCA must grapple growth v regulation question

    In late December, Prime Minister Sir Keir Starmer tasked 10 regulators with removing ‘barriers to growth’ in order to attach the jump leads to the UK economy. On 16 January, the FCA wrote a letter to the Government to outline their plans to support the growth agenda.

  • Lisa Webster: Over-taxation of pensions remains an issue

    HMRC’s January pension schemes newsletter announced changes to tax codes for pensions, and a few headlines followed proclaiming HMRC had finally fixed the over-taxation issue. It would be fantastic if that was the case, but despite nearly 10 years of getting it wrong, the problem isn’t resolved yet.

  • Lisa Webster: Divorce impact on lump sums raises question

    The lifetime allowance may have been consigned to the annals of history but the various forms of protection are still relevant in the new world, especially when it comes to the amount of pension commencement lump sum (PCLS) that can be taken.

  • Martin Tilley: How education can tackle pension scams

    The dark reality of pension scams is that we don’t really know how common they are. Fraud is a crime which tends to have low reporting events and with pension scams, it’s no different. The emotional toll can be as large as the financial, with some people being too embarrassed to report that they have been the victim of a scam.

Latest News
The new capital adequacy rules took effect this week but Sipp experts say there are still grey areas that could be problematic.

Sipps specialist Claire Trott is leaving Talbot and Muir, the company revealed this morning.

A ‘disturbing’ report has intimated that as many as 3 in 10 people using the pension freedoms have taken out funds only to put them in a bank account.

A new property guide has been created to help advisers purchase and manage commercial property investment within a Sipp.

FCA officials are assessing reactions to plans for a complete ban on early exit penalties for new pension contracts.

The pension is effectively becoming the new family heirloom, a Chartered Financial Planner says, as younger generations look to inherit cash rather than things.

Subscriber Login

Please log-in or register to read site content

News from Twitter

Articles by Keyword