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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

The Financial Services Compensation Scheme has declared failed Sussex-based wealth manager and Financial Planner Facet Investment Management Ltd (FRN 131372) in default.

I struggle to believe that we are genuinely considering mandating investment in UK assets for larger auto-enrolment pension schemes.

Complicated family situations have the potential to create challenging scenarios for pension trustees when it comes to exercising their discretion on the death of the member.

Less than half, 48%, of mid-retirees aged 65-75 who do not pay for financial advice are confident they are on track to make their pension savings last for life.

Andrew Bailey, governor of the Bank of England, has registered his opposition to Government plans to set asset allocation targets for pensions under its new Pension Schemes Bill.

The aggregate surplus of DB pension schemes climbed to £230.5bn at the end of June, according to the latest Pension Protection Fund (PPF) 7800 Index.

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