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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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Almost three quarters (72%) of UK adults have never completed an expression of wish form for their pension.

Platform and SIPP provider AJ Bell has reported total customer numbers rose 21% over the past year and 5% in the past quarter to 418,309, according to its Q2 trading update.

Seven in ten pension transfer requests made in March showed indicators according to the XPS Pension Scam Flag Index.

Just over one in four workplace pension savers (26%) fear their pension pot will fail to provide enough to live on at retirement, according to a new report from the Pensions and Lifetime Savings Association (PLSA).

The Financial Ombudsman Service upheld a higher percentage of complaints in the second half of 2021 than the previous six months, latest data from the complaints handling service has revealed.

 Women are struggling to save for later life with 1 in 4 having no pension pot and most saying they find it harder to save than men.

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