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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PMI and SPP call for improved Pension Schemes Bill
The Pensions Management Institute (PMI) and the Society of Pension Professionals (SPP) have today issued a united call for improvements to the Pension Schemes Bill.
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SSAS and pension appointments at WBR Group
SSAS administration and integrated professional services provider WBR Group has made two key promotions to strengthen its technical and proposition capabilities, it said.
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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.
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Pension savers rushing to take 25% tax-free cash
Pension savers rushed to withdraw their 25% tax-free cash in unprecedented volumes in the 2024/25 financial year, according to new FCA data.
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People want guaranteed income in retirement: survey
Two-fifths ( 39%) of pension savers say that a guaranteed income is their main priority in retirement.
Over two thirds (69%) of financial advisers are considering changing platform provider over the next 12 months, according to new research.
Despite almost half (48%) of retirees worried about running out of money in retirement, three quarters (78%) have not sought professional financial advice, according to new research.
The Financial Conduct Authority (FCA) has stopped AJH Financial Services Limited (AJH) from disposing of assets without FCA permission.
The Financial Conduct Authority has published a consultation paper today on Pensions Dashboards which explicity confirms that SIPPs will be included in Pensions Dashboards.
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is asking members to help mark its 30th anniversary year which begins today.
Martin Tilley, head of technical at Westbridge SSAS, has been appointed interim chair of The Association of Member-Directed Pension Schemes (AMPS).