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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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HMRC repaid £44.3m to savers who paid too much tax when first accessing their pension between 1 July and 30 September.

Over two thirds (69%) of Britons believe retiring in our sixties will become a thing of the past, according to new research.

Pensions minister Emma Reynolds today confirmed the government “is committed to the delivery of pensions dashboards” in a written statement to the House of Commons.

Financial advisers have reported a surge in worried clients contacting them with Budget-related questions on pensions taxation and wealth management, a survey by AJ Bell has revealed.

The Financial Conduct Authority is ‘up for’ taking on greater risk and its more ‘radical’ reforms are ready ‘for take-off’ according to chief executive Nikhil Rathi.

AJ Bell’s platform customer numbers increased by 66,000 over the past year to nearly 542,000, up almost 14%.

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