Bookmark Us

Latest Blogs

  • 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.

  • Lisa Webster: Maximising protected tax-free cash

    While 2024 ended with a lot of doom and gloom in the pension world following the big announcement on inheritance tax (IHT), there was some good news that may have slipped under the radar of some advisers.

  • 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.

  • Tilley: Is the age 75 trigger date now irrelevant?

    Age 75 has been an important milestone in pension rules since A day in 2006. It was the latest age at which a compulsory annuity purchase was required (prior to Pensions Freedoms). It's arguably it’s long been an arbitrary line in the sand, noting that life expectancy has been on the increase for the last 20 years, but this trigger age has remained unchanged.

  • 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.

Popular News

Latest News
Hargreaves Lansdown has revealed that one eager Sipp investor has just driven a 500 mile round trip from Norwich to Bristol to ensure he beat the end of tax year deadline.

A fifth of Defined Benefit scheme members given free financial advice have left their scheme to access flexible retirement options available through a defined contribution (DC) pot, according to Willis Towers Watson.

Pension Freedom money is increasingly being invested in bricks and mortar - the most popular place to invest for people taking out money from their pension.

The influential Work and Pensions Commitee is to re-open its inquiry into auto-enrolment to assess the affect of the new Lifetime ISA (LISA) on auto-enrolment.

The ABI says that sales of annuities have risen in recent months, according to its latest pension report published one year after the Pension Freedoms.

Analysis of withdrawal trends at one pension provider during the first year of pension freedom show that full withdrawals represented just 1% of all withdrawals and the majority (77%) of full withdrawals were less than £30,000 in value.

Subscriber Login

Please log-in or register to read site content

News from Twitter

Articles by Keyword