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  • James Jones-Tinsley: Aiming for an advice-guidance sweetspot

    As Nikhil Rathi is reappointed as CEO of the Financial Conduct Authority (FCA) for another five years, the FCA has set out its strategic direction for 2025/26, with important implications for financial advisers.

  • Martin Tilley: FCA must grapple growth v regulation question

    In late December, Prime Minister Sir Keir Starmer tasked 10 regulators with removing ‘barriers to growth’ in order to attach the jump leads to the UK economy. On 16 January, the FCA wrote a letter to the Government to outline their plans to support the growth agenda.

  • Lisa Webster: Over-taxation of pensions remains an issue

    HMRC’s January pension schemes newsletter announced changes to tax codes for pensions, and a few headlines followed proclaiming HMRC had finally fixed the over-taxation issue. It would be fantastic if that was the case, but despite nearly 10 years of getting it wrong, the problem isn’t resolved yet.

  • Lisa Webster: Divorce impact on lump sums raises question

    The lifetime allowance may have been consigned to the annals of history but the various forms of protection are still relevant in the new world, especially when it comes to the amount of pension commencement lump sum (PCLS) that can be taken.

  • Martin Tilley: How education can tackle pension scams

    The dark reality of pension scams is that we don’t really know how common they are. Fraud is a crime which tends to have low reporting events and with pension scams, it’s no different. The emotional toll can be as large as the financial, with some people being too embarrassed to report that they have been the victim of a scam.

Latest News

Nest, the auto-enrolment pension provider, has appointed former Skipton Building Society boss Ian Cornelius as interim chief executive following the departure of Helen Dean.

AJ Bell’s adviser platform Investcentre has axed two SIPP charges and cut several custody charges on its platform at the same time as it is increasing the amount of interest paid on clients’ cash.

Pension provider Aegon has urged the Government to consider a more flexible State Pension age and allowing early pension access to some people amid fears of further “significant” increases in the State Pension age up to 74 and the risk it could cause harm to many.

The Financial Ombudsman Service is forecasting that the number of complaints it is set to receive this year will hit 210,000 - nearly 30,000 higher than it predicted in December.

A year on since the increase in the pensions’ annual allowance, the majority of HNWIs (56%) are not utilising the extra £20,000 allowance available to them, new data from the Saltus Wealth Index Report has revealed.

The FCA has opened a consultation into new guidance to be added to its Perimeter Guidance Manual (PERG) as the much-delayed Pension Dashboards Programme continues to inch forwards.

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