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 FCA intervened on a record 4,151 financial promotions between July and September this year, the highest quarterly number since it started publishing the data.
The Bank of England today increased its base rate by 75 basis points from 2.25% to 3%, one of the biggest increases seen for 30 years.
One in four adults have stopped or are planning to stop contributing to their workplace pensions in order to keep up with rising living costs, a new study has found.
Three quarters of consumers have no idea what pension acronyms such as SIPP or ESG mean, according to a new study.
Two thirds of advisers say that up to 50% of their business is now from clients in pension drawdown, according to a new survey.
The FSCS has declared in default a Hull-based financial adviser which provided SIPP and investment advice.