Bookmark Us

Latest Blogs

  • 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 fifth of pension scheme members are considering cutting or halting their contributions to help them meet the cost of living crisis, according to a new survey by the PLSA.

Average annuity rates have a hit a 14-year high and have increased by 52% in the past nine months, according to new data.

SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.

Harlequin chairman David Ames, the man behind a £226m SIPP-based fraud which hit 8,000 victims, was today jailed at Southwark Crown Court for 12 years.

Almost nine in ten (86%) early retirees between 50 and 54 would consider a return to work as the cost-of-living crisis continues to hit their finances.

Glasgow-based pensions firm @SIPP is boosting the pay of its non-managerial staff by £350 per month to help them cope with the cost of living crisis.

Subscriber Login

Please log-in or register to read site content

News from Twitter

Articles by Keyword