Latest Blogs
Popular News
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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
Comment and Blogs
There's five months to go until the new pension freedoms are upon us and, with them, the change in death benefit rules.
Read more: Andrew Roberts' Blog: No more pension change please
Having attended two excellent events in a week - a workshop by Enhance Compliance Solutions and an Infoline conference on Sipps - I thought I would reflect on the latest thoughts on capital adequacy calculations.
Read more: Andrew Roberts' Blog: Capital adequacy changes fail clarity test
I write this aware that this is truly a 'First World Problem', so to speak, but political risk is a huge concern for those currently involved in pension planning.
Read more: Andrew Roberts' Blog: future of tax-free cash sum disturbing
I have to say I like a good jigsaw puzzle but there is nothing more frustrating when pieces are missing. George Osborne's announcement on the 29 September on changes to defined contributions death benefits turned out to be just like that.
Read more: MacGillivray blog: In search of the missing jigsaw pieces
The last few weeks have been somewhat manic in the financial press.
Read more: MacGillivray blog: Sipp story like a John Grisham novel
I spend a lot of my working life in planes, trains and automobiles and what appears to be even more time in airport security queues, waiting at overcrowded boarding gates and platforms and stuck in endless traffic jams.
Read more: MacGillivray blog: Flexible drawdown challenge is massive