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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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MPs and members of the House of Lords have this week published a critical report on the Financial Conduct Authority (FCA), branding the regulator ‘incompetent.’

Nearly two thirds (64%) of self-employed workers between the age of 60 and 65 have zero private pension savings, according to a new think tank report.

More than half of workplace pension holders (52%) are currently feeling overwhelmed by managing multiple pension pots and that could lead to an explosion of users of pensions dashboards when launched.

One in five (19%) people don’t know much they and their employer is contributing to their pension.

Independent SSAS provider WBR Group has appointed Caitlin Southall to the newly-created role of head of SSAS proposition.

Adviser platform Transact has added the ability to open existing clients’ pension wrappers, such as personal pensions and SIPPs, online.

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