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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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Mattioli Woods increased its Sipp and SSAS funds under trusteeship by £68.5m from May to November last year, it reported this morning, as it eyed further acquisitions.

MPs will this afternoon debate claims that retirement plans “have been shattered with devastating consequences” due to transitional state pension arrangements.

A Sipp provider has announced details of a maiden dividend to shareholders this morning.

A Sipp and SSAS provider has reported it had a 25% increase in commercial property investment in 2015.

A law firm has bolstered its expanding Sipp department with the appointment of a new associate.

A Sipp expert has questioned whether the FCA has the resources to police the new capital adequacy rules taking effect in September and what punishments firms failing to meet the requirements will face.

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