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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 financial shock is awaiting many women when they pack up work, with annual incomes £8,000 beneath what they believe will give them a comfortable life, a study indicates.

IFG, the parent company of Sipps specialist James Hay, has rejected a conditional bid offer.

Organisers have confrmed the go ahead for the London Powwow next month - described as an "unconference" for Paraplanners.

IFG, the parent company of Sipps specialist James Hay, has confirmed it has received a bid offer.

Aegon UK has purchased Novia Investment Services from Novia Financial Holdings.

Pension liberation fraud has been named the hot topic of 2013 in The Pensions Regulator's annual review.

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