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  • James Jones-Tinsley: Aiming for an advice-guidance sweetspot

    As Nikhil Rathi is reappointed as CEO of the Financial Conduct Authority (FCA) for another five years, the FCA has set out its strategic direction for 2025/26, with important implications for financial advisers.

  • Lisa Webster: Maximising protected tax-free cash

    While 2024 ended with a lot of doom and gloom in the pension world following the big announcement on inheritance tax (IHT), there was some good news that may have slipped under the radar of some advisers.

  • 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.

  • Tilley: Is the age 75 trigger date now irrelevant?

    Age 75 has been an important milestone in pension rules since A day in 2006. It was the latest age at which a compulsory annuity purchase was required (prior to Pensions Freedoms). It's arguably it’s long been an arbitrary line in the sand, noting that life expectancy has been on the increase for the last 20 years, but this trigger age has remained unchanged.

  • 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.

Popular News

Latest News

UK consumers over the age of 55 are less confident in being able to find a paid job than they were before the Coronavirus pandemic, according to new research.

More than half of the over 55s surveyed by Just Group did not believe they would be able to find a paid job, and only one in five who would like to work were confident they could find paid employment.

A new 'elephant in the room' report has been published to draw attention to the little understood but growing problem of vulnerable but well off clients becoming victims of theft and fraud within families.

Personal Finance Society President Sarah Lord has joined Financial Planning firm Cooper Parry Wealth as its first chief growth officer.

National Westminster Bank Plc has pleaded guilty to money laundering offences related to £400m transferred to a Bradford gold dealer.

Transgender women born in October and November 1953 have been told by the Department for Work and Pensions (DWP) they may be eligible for the Women’s State Pension from 31 October 2018 to the date of their 65th birthday.

The Financial Ombudsman Service has proposed changes to its case reporting process to encourage firms to settle early and reduce waiting times.

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