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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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Fidelity FundsNetwork is to add a range of popular investment trusts and exchange traded products to
its platform from December.

TISA, the tax-incentivised savings association, is warning that moves towards a pension Isa would be counter-productive.

In its response to the Treasury consultation on pension transfers and early exit charges, Sipp provider AJ Bell has called for all early encashment penalties that block access to the new pension freedoms to be scrapped.

A Retirement Survey, which polls some of the UK’s leading pension and annuity professionals, found that 86% agree or strongly agree that the UK will see an increase in individuals taking cash beyond their tax-free allowance.

A Sipp provider has reported gaining 168 new commercial property clients in the last quarter to September.

Women in the UK are setting their sights “significantly lower” than men when it comes to how much money they need to live comfortably in retirement.

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