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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.

Popular News

Latest News
Changes to the timing of auto-enrolment announced today by the Chancellor will result in a £820m tax bonus for the Treasury, a retirement expert has estimated.

The basic State Pension will rise by more than it has done for 15 years in real terms in 2016, the Chancellor has said this afternoon.

Transfers into Sipps are up 36% over the year and transfers of pensions into drawdown products doubled since April, new analysis released this morning has shown.

Pension rules should be relaxed to allow multiple drawdown arrangements within the same pension scheme to be consolidated into one, AJ Bell has said ahead of Wednesday’s Autumn Statement.

Expectations among workers that they will retire roughly four years younger than their State Pension age are unrealistic, a report has warned.

Women could be faced with a significant retirement shortfall as the gap between both attitudes towards saving and savings levels widens with men as they get older.

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