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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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Chancellor Jeremy Hunt will today promise “evolutionary not revolutionary” pension reforms to unlock capital for high-growth businesses and boost outcomes for pension savers.

The Department for Work and Pensions has launched a new 'Midlife' MOT website to help older workers with their 'Financial Planning' and careers options.

Advice and Financial Planning assets grew by over 6% to over £11bn at wealth manager and Financial Planner and SIPP firm Mattioli Woods for the year ending 31 May.

 

Sales of Self Invested Personal Pensions (SIPPs) bounced back in 2022 to reach nearly 900,000 new plans arranged - the highest level since 2018.

Octopus-owned investment platform Seccl has launched a fully digital and paperless drawdown SIPP.

A former SIPP administrator has been recruited as a Chartered Financial Planner by Coventry-based BRI Wealth Management.

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