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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
James Hay has added 11,000 Sipps in the first 10 months this year – nearly double that of the whole of 2014.

The proportion of 25 to 74 year olds saving for retirement has leapt up in the last two years, a report published this morning has suggested.

People who have not shopped around for their annuity will collectively miss out on £104m of income over the course of retirement, new analysis has suggested.

Around 2.4 million grandparents are breaking open their pension piggy banks to help their grandkids, a study has indicated.

SSAS sales at Xafinity have risen every quarter this year, the firm reported, with about a typical year’s worth coming in just six months.

About 14 million people aged 25-34 could be underestimating the pot they need at retirement by nearly £400,000, new research has suggested.

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