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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
Nearly one in four over-55s plans to take cash out of their pension funds while still working.

The CII is to launch a new pensions exam unit to support professional standards in the sector.

The total property wealth of over-55s in England will double to almost £2.5trillion by 2035, according to research by Age Partnership, a retirement income specialist.

Origo, the e-commerce standards and services body for the financial services sector, has signed up Talbot & Muir as its 75th brand for the Options Transfers service.

More than £1 billion has now been paid out to Equitable Life policyholders through the Equitable Life Payment Scheme.

Platform and Sipp operator AJ Bell is warning that the distinction between financial advice and other information or guidance services has become blurred and this is having two dangerous consequences.

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