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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 Supreme Court has denied permission to appeal in the landmark Adams vs Carey case, effectively ending the long-running saga which questioned provider responsibility when accepting investments into a SIPP.

The Financial Services Compensation Scheme has declared in default a company with three trading names, including two Financial Planning arms, after at least one BSPS claim.

The FCA plans to publish performance metrics for itself and the sector for the first time as it raises its annual funding requirement by 4.3%, according to the regulator’s new three year business plan.

The Department for Work and Pensions (DWP) has shared six previously unrevealed errors in State Pension payments it has had to act to correct since 2007.

Leicester-based SIPP and SSAS provider Westerby The Pension Specialist has appointed Zachary Gallagher as technical consultant.

Tilney Smith & Williamson has cooled speculation of an imminent bid for the company from NatWest.

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