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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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The Philips Trust Corporation Limited - which administered 2,400 trusts - has gone into administration.

Three quarters (73%) of UK adults have done little or no planning for their retirement finances, according to a new report.

Private equity firm Anacap-owned platforms Novia and Wealthtime are to be combined under the Wealthtime brand in the second half of this year.

A surge in the registration of new and existing trusts with HMRC is expected ahead of the deadline of 1 September.

Pension consultancy and administrator XPS Pension Group has reported 8% growth in revenues over the past year thanks to strong growth in advisory revenue, according to a trading update ahead of its full year results in June.

The FCA has relaunched its pension transfer ‘advice checker’ tool for consumers to help them assess whether they have received unsuitable advice.

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