Latest Blogs
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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.
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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.
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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.
Popular News
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McFadden appointed new Work and Pensions Secretary
Veteran Labour MP Pat McFadden has been appointed the new Work and Pensions Secretary in the latest Cabinet reshuffle following the resignation of Angela Rayner on Friday.
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Hargreaves and Schroders first to offer LTAFs in a SIPP
Hargreaves Lansdown has partnered with Schroders Capital to add two of its private markets long-term asset funds (LTAFs) to its platform.
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Phoenix Group to rebrand as Standard Life
Savings and retirement group Phoenix will rebrand as Standard Life next March.
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DB surpluses hit record £223bn in August
UK DB pension surpluses hit a record £223bn in August against long-term funding targets, according to analysis from pensions consultancy XPS.
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10% growth in annuities quotes
There’s been a 10% growth in annuities quotes this year, according to pensions technology provider iPipeline.
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2 senior appointments at SSAS administrator WBR
SSAS administrator the WBR Group has promoted Jenni Harland to be director of SSAS operations and Abigail House as SSAS proposition manager.
The appointments take immediate effect, the firm said.
St James’s Place CEO Andrew Croft saw his earnings fall from £1.017m in 2019 to £692,788 in 2020 as the pandemic hit the company.
Platform and SIPP provider AJ Bell has added the Aquis Stock Exchange (AQSE) to its online trading platform to expand the investment choices available for clients.
Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020 (2019: £29.1bn) including five months of contribution from the Dunstan Thomas acquisition and two months contribution from the acquisition of Talbot and Muir.
A Court of Appeal Judge has overturned a previous High Court ruling to side with claimant Russell Adams against Carey Pensions in the long-running ‘Adams’ case.
Almost two-thirds (63%) of investors think pension and investment providers need to be more environmentally transparent in where they invest their pensions, according to a new report.
The Financial Ombudsman is to increase its case fee by £100 to £750, according to its new budget and financial plans published today.