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  • 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.

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A TUC-sponsored report has found that women, carers, ethnic minorities and the self employed lag well behind behind the average man when it comes to pension saving.

George Osborne has a “once in a lifetime opportunity” to create a tax environment to support decent living standards in retirement.

Any moves to further reduce tax relief on future pension contributions would be a “second tax grab on pension savers”.

A Sipp and ISA firm, which went into administration this week, has been bought by Embark Group, the parent company of Hornbuckle, it was announced this morning.

Key figures from 25 businesses that deal with Sipps attended a meeting this week to agree on a plan to move to a new electronic reregistration system.

AXA Wealth’s specialist Sipp and investment platform grew funds under management by 13 per cent to £20.7bn in 2015.

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