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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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A Sipp and SSAS firm has snapped up a consultant from Friends Provident International with extensive experience of working in the pensions sector.

The FCA has reported that there has been a fall in consumers accessing their pension pots for the first time since the new rules came into effect.

The vast majority of consumers (88%) are missing common warning signs of a pensions scam including a growing trend by scammers to offer bogus “free financial advice”, the Citizens Advice Bureau has warned.

Rathbone Unit Trust Management is to launch four offshore funds, offering Europe-based investors access to its funds for the first time.

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.

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