Latest Blogs
-
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.
-
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.
-
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
-
6 charged over £75m storage unit SIPP fraud
Six people have been charged over a pension fund and SIPP fraud which involved £75m being invested into storage units in the North of England and Scotland.
-
Westerby snaps up Bristol SIPP firm
Wealth adviser and pensions firm Westerby Group has acquired Bristol-based SIPP specialist Cabot Trustees Limited for an undisclosed amount.
-
State pension age may need to rise to 80
The State Pension age may need to rise as high as 80 to deal with a long term funding crisis, according to new modelling by pension consultants and actuaries Barnett Waddingham.
-
Pre-retirees face £18,000 income gap in retirement
The gap people need to fill between their income aspirations in retirement and the amount provided by the state pension has climbed to £18,552, according to new analysis of DWP figures.
-
4 in 10 worried about IHT on pensions
Four in 10, 40%, of people say they are worried about upcoming changes to pensions and inheritance tax.
-
Taxpayers in dark about pension contributions
A quarter, 24%, of people have little to no idea about how much they and their employers are paying into their pension.
There were 7.13m taxpayers of pension age for the 2022/23 tax year, a 6% increase year on year, according to the latest data from HMRC.
There’s overwhelming opposition to the proposed introduction of IHT on unused pensions, according to a new survey conducted by SSAS provider WBR Group.
The aggregate surplus of DB pension schemes fell to £232.7bn at the end of February, according to the latest Pension Protection Fund (PPF) 7800 Index.
The IHT changes announced in the Autumn Budget have triggered a shift in the advice that IFAs are providing to their clients, according to a new study.
Annuity incomes have surged to a 16-year high as the market booms, according to the latest data from Hargreaves Lansdown’s annuity search engine.
The FCA wants more vulnerable customers to seek help as it emerged that just four in 10 vulnerable clients have disclosed their vulnerability to the regulated firms they deal with, it said this week.