Popular News
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Number of appointed reps continues to fall
The number of appointed representatives continued to fall in 2024/25, according to the latest data from the Financial Conduct Authority.
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1 in 5 pension savers mistrust financial adviser
One in five pension savers (19%) mistrust their financial adviser, according to a new report.
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17 pension firms sign up to Mansion House Accord
A new Mansion House Accord backed by 17 pension firms aims to help DC pension savers by using private markets to boost potential net returns, while strengthening investment in the UK.
Latest Blog
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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.
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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.
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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.
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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.
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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.
The percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning.
Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.
The Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.
Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.
The owner of a Bucks IFA firms says the increasing regulatory burden is one of the key reasons behind the £1.8m sale of his firm to Mattioli Woods.
The Financial Conduct Authority (FCA) has ordered that Cambridgeshire SIPP provider DAC Pensions Limited be placed into insolvency after the firm accepted business from unauthorised introducers without the proper vetting required by the FCA.