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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

The House of Lords has called on the FCA to halt its plans to push forward with 'naming and shaming' firms facing investigations.

The average worker is on course to miss their target annual retirement income by £12,000, according to new research.

People wanting to maximise their state pension by plugging gaps in their National Insurance record have contributed to a total of 68,673 years, worth £35m, since April last year, HMRC said.

The FCA’s ban on contingent charging introduced in 2020 led to a dramatic fall in the number of DB transfers, but had little impact on fees, the regulator said.

The Pension Protection Fund (PPF)’s decision to reduce the amount it will levy on defined benefit pension schemes from £100m to £45m, has been welcomed by the Pensions and Lifetime Savings Association (PLSA).

The Financial Conduct Authority has published proposals today which would pave the way for a new generation of smaller corporate bond issues aimed at retail investors and wealth managers.

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