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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
I will be celebrating 10 years at AJ Bell in a couple of months. When I joined, Pension Freedoms had just been announced and it was all hands on deck to prepare for the huge changes on the way.
The new tax year will bring in sweeping changes to the pension world. Due to the rushed nature of the upheaval surrounding the abolition of the lifetime allowance, we still have some areas of uncertainty as the deadline rapidly draws near.
Read more: Lisa Webster: Perils of rushed pension legislation
One of the many facets of a pension trustee's role is to use their discretion to decide who should benefit from a deceased member’s pension fund.
The recent news that Labour has ditched plans to re-instate the lifetime allowance is certainly welcome.
The Ofsted grading system has come under scrutiny recently, but despite a report from the cross-party education select committee calling for an end to the simplified grades, the government have confirmed they are here to stay.
Read more: Lisa Webster: HMRC school report - could do better
As a much-changed Parliament gets up and running, we pension techies eagerly await the long overdue regulations to correct the drafting errors in this year’s Finance Act.
Read more: Lisa Webster: Tricky transition for pre A-day pensions