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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6 in court over £75m complex SIPP fraud
Six people were due to appear in court this week over a pension fund and SIPP fraud which involved £75m being invested in storage units in the North of England and Scotland.
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IHT on pension pots will hit bank of Mum and Dad
Charging inheritance tax on unused pension funds will create confusion and increase the risk of gifting mistakes for the Bank of Mum and Dad and Gran and Grandad, equity release specialist Key Advice has warned.
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Average annuity value soars 160% in 5 years
The average value of an annuity has soared 160% since 2021, according to newly-published client data from Hargreaves Lansdown.
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Younger investors bet on property and pensions for retirement
The majority of Millennials (56%) and Gen Z (62%) see a mixture of pension and property as their main retirement asset, according to new research.
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Thousands sign pension-switch petition
A petition calling for a 10-day pension switch guarantee has attracted more than 2,000 signatures in its first two weeks.
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40m pension records connected to Dashboards ecosystem
More than 40m pension records have connected to the Pensions Dashboards ecosystem since April.
Total advised customers for investment and SIPP platform AJ Bell rose 7% year-on-year to 177,000 in the first quarter.
SIPP and SSAS provider InvestAcc said revenues increased 16.3% to £10.5m in the six months to the end of December 2024, up from £9m in the same period in 2023.
The Government is to create a small pensions pot consolidator as part of its Pension Schemes Bill.
The number of savers making contributions over the annual allowance of £60,000 surged 34% in the last tax year, according to new data.
A new call has come for financial services firms to collaborate and establish industry practices to address concerns around customers who have been impacted by gambling.
The FSCS declared five regulated firms in default in February and March, well down on the 12 firms in default in the same period last year, however one of the firms facing the biggest compensation bills - Alexander David Securities Ltd - was linked to SIPPs.