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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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The Government is reviving the Pensions Commission to look at ways to tackle the problem of people not saving for their retirement.

The Financial Services Compensation Scheme has declared failed Sussex-based wealth manager and Financial Planner Facet Investment Management Ltd (FRN 131372) in default.

I struggle to believe that we are genuinely considering mandating investment in UK assets for larger auto-enrolment pension schemes.

Recent news of the revival of a Pensions Commission was music to my ears.

Complicated family situations have the potential to create challenging scenarios for pension trustees when it comes to exercising their discretion on the death of the member.

At the end of July, we had confirmation that the Government is ploughing ahead with plans to include “unused” pension funds in a deceased’s estate for inheritance tax (IHT) purposes. 

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