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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.

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The Pensions Policy Institute (PPI) has warned policymakers and the pensions industry to adapt to help gen Z’s retirement prospects which will be hit by their ‘unique’ financial pressures.

Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.

Failed West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.

Four providers accounted for over two thirds of all personal pension recommendations from financial advisers using Defaqto’s Engage software in 2024.

More than 2 in 3 workers (70%) expect to delay retirement and continue to work due to financial reasons, according to a new report.

The 12 month CPI rate of inflation - the most widely used inflation measure - spiked up in January to 3% from 2.5% in December.

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