Popular News
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HALO Invest to offer SIPPs on its new adviser platform
Halo Invest is to launch a new adviser platform which will offer SIPPs and other investments.
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SSAS-linked DFM fails following upheld advice claim
Central Markets Investment Management (CMIM) Limited (FRN: 475828) has been declared in default by the Financial Services Compensation Scheme (FSCS).
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16% use gut instinct to estimate retirement needs
One in six adults, or 16%, are relying on gut instinct to estimate their retirement needs, according to research from pension provider Standard Life.
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Mattioli Woods and Kingswood to merge
Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.
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Hargreaves CEO exits after £5.4bn private equity takeover
Dan Olley, CEO of Hargreaves Lansdown, is to leave the firm less than two years after taking up the helm.
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Upper Tribunal confirms ban on £392m 'reckless' pension transfer pair
The Upper Tribunal has upheld a ban on two "reckless" financial advisers who were involved in 1,470 mostly 'flawed' pension transfers worth over £392m.
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: 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.
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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.
The Money and Pension Service (MaPS) has published the details and dates by when pension providers need to register their connection with the pensions dashboard ecosystem.
Defined benefit pension transfer values fell to their lowest value for six years at the end of December after a significant decline in the final quarter, according to pension provider and consultant XPS’ index.
Canada Life has appointed Peter Maddern as managing director of retirement, to succeed Tom Evans, who is leaving the business to pursue a new opportunity.
The FCA is to retire its British Steel Pension Scheme redress calculator which has been used to provide an assessment of client losses incurred due to poor advice.
HMRC is to reform the system by which it currently applies emergency tax codes to pension lump sum withdrawals.
Behavioural finance firm Oxford Risk has launched new retirement income suitability software to help Financial Planners and advisers meet the FCA's stricter requirements in the wake of last year’s thematic review.