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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.

  • 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.

  • Lisa Webster: Maximising protected tax-free cash

    While 2024 ended with a lot of doom and gloom in the pension world following the big announcement on inheritance tax (IHT), there was some good news that may have slipped under the radar of some advisers.

  • 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.

Latest News
NEARLY four in ten UK families now have an employer pension, a rise from under a third in January, research has found.

The Financial Planning industry must do a better job of explaining the importance of pensions to the general public, a retirement planning expert says.

A financial shock is awaiting many women when they pack up work, with annual incomes £8,000 beneath what they believe will give them a comfortable life, a study indicates.

IFG, the parent company of Sipps specialist James Hay, has rejected a conditional bid offer.

Organisers have confrmed the go ahead for the London Powwow next month - described as an "unconference" for Paraplanners.

IFG, the parent company of Sipps specialist James Hay, has confirmed it has received a bid offer.

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