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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
A newly appointed pension technical manager is set to take up his role at a Sipp firm later this month.

The Tax Incentivised Savings Association will hold two workshops covering key aspects of Sipps for professionals who are new to the sector.

Demand for drawdown via Sipps and SSAS will grow as a result of the Budget, a specialist firm has predicted.

A study into the bulk annuity market has shown there were fewer big hitters in the UK last year but researchers predict more firms will enter.

Standard Life's annuity sales dropped by 50% following George Osborne's bombshell announcement on the future of pensions in the Budget.

More than £56 million of pension funds that had been previously lost or forgotten about by British expats were recovered for them last year by deVere Group.

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