Latest Blogs
-
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.
Popular News
-
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.
-
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.
-
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.
-
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 Financial Conduct Authority said today that its expects more than 1,000 British Steel Pension Scheme (BSPS) members hit by poor pension transfer advice to start receiving redress calculations in 2023.
The FCA has taken the rare step of issuing a warning about communications from a troubled firm, SIPP and SSAS provider Hartley Pensions.
SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
Women investors are more likely than men to hold their nerve during financial turmoil but are less likely than men to invest overall, according to a new study.
Advice firm Bartholomew Financial Limited has been declared in default by the Financial Services Compensation Scheme (FSCS) whilst facing 12 claims.
STAR, the industry collaboration initiative, has launched a provider accreditation scheme aimed at tackling delays in savings, investment and pension transfers.