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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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Only 60% of professional investors are prepared financially for longer life cycles, with a high proportion, 40%, highlighting a lack of preparedness.

Savers continue to face unnecessary delays when transferring their pensions, with the latest data revealing that some transfers take more than two months to complete.

From 6 April, the state pension will increase by 4.1%, as calculated by the ‘triple lock’, and so above the latest inflation figure of 2.8%.

Industry collaboration fintech Origo’s newly-launched Unipass Transfer Tracking service has seen more than 10,000 pension transfers searched for by advisers since it went live on Monday 3 March.

AJ Bell has agreed to sell its Platinum SIPP and SSAS business to InvestAcc Group for £25m, with the deal expected to complete in the second half of this year.

A quarter (25%) of over-50s wish they had taken their pensions 'more seriously' at a younger age, according to a new survey.

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