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  • 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

Latest News

Close Brothers Asset Management has become a standalone new wealth manager with a new name of TrinityBridge.

The Financial Services Compensation Scheme (FSCS) has today appointed interim CEO Martyn Beauchamp as its permanent CEO.

Fund manager and financial provider Abrdn is reverting to the Aberdeen brand it ditched four years ago and dropping its vowel-free name.

The number of complaints received by the Financial Ombudsman Service climbed by more than 40% in the last three months of 2024.

The FCA confirmed this week that its requirement for regulated firms to have ‘Consumer Duty Champions’ has been axed.

Retirement sales at Aviva jumped by a third last year to £9.4bn, up from £7.1bn in 2023, the company said in its annual results published today.

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