Latest Blogs
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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.
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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.
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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.
Popular News
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60,000 claimed a pension tax refund last year
New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.
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Most people reliant on their partner’s pension
Only 27% of people said they were not reliant on their partner’s pension, according to new research.
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Cost of renting in retirement rises to £398,000
People who expect to rent during retirement could need an additional £398,000 in savings compared to those with no housing costs.
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Surge in IHT queries and 'lesser known' strategies
Financial Planners at wealth manager Rathbones have reported a surge in client queries about estate planning amid concerns of possible changes to the IHT regime in the forthcoming Budget.
The advised platform market has experienced its worst quarter for net flows since 2016 with just £4.3bn added in Q4 2022 - down £5.4bn on a year earlier.
Only 1 in 20 pension schemes will be able to provide dashboard data for all of their members, according to a new survey.
Pensions Minister Laura Trott has announced a shake-up of private pensions to create “fairer, more predictable, and better-run pensions.”
The government has confirmed that, after its latest review, auto-enrolment thresholds will be held at their current levels for the next year.
Newspaper reports suggesting that the State Pension Age (SPA) could rise to 68 sooner than planned are an example of the Prime Minister “playing with political fire,” according to one pension expert.
Defined benefit transfer values fell by more than a third last year as investor concerns over UK debt drove gilt yields higher, according to new analysis.