Bookmark Us

Latest Blogs

  • 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
Standard Life has said it will drop drawdown charges as it prepares for the new pension freedom rules to kick in.

Proposals have been outlined by the FCA to make advising on the conversion or transfer of safeguarded pension benefits a regulated activity.

A Sipp firm has announced it is launching an "improved version" of one of its products in response to demand from advisers as the drawdown rules change.

A Sipp provider has warned financial advisers to avoid getting caught out by Easter falling over the tax year end.

The FCA has published final rules this morning on implementing a charge cap on default funds for automatic enrolment.

Labour has announced that it will fund a cut in university tuition fees through reducing the tax relief on pension contributions for the highest-earners.

Subscriber Login

Please log-in or register to read site content

News from Twitter

Articles by Keyword