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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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Pension providers have been urged to find out more about post-retirement spending as new research suggests homeowners’ and renters’ drawdown habits are very different.

The Financial Conduct Authority has reassured Hartley Pensions clients following a letter sent by the joint administrators over the unauthorised movement of monies from their SIPPs by Hartley.

The Financial Conduct Authority (FCA) has delayed its plans to apply sustainability disclosure requirements (SDR) to portfolio managers.

Almost half, 48%, of over-50s are unfamiliar with what lifetime annuities are and how they compare to other annuity products.

The Pensions Regulator (TPR) said it expects DB schemes to switch their focus to ‘endgame planning’ from deficit recovery.

Defined benefit pension value has fallen to its lowest rate since the XPS Group’s Transfer Watch was established in 2018.

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