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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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The FCA is planning to update the methodology used to calculate redress owed to consumers given unsuitable advice to transfer out of a defined benefit pension scheme.

Pension professionals are unhappy that the Chancellor has ploughed ahead with the cut of the Money Purchase Annual Allowance.

Chancellor Philip Hammond is to impose a 25% tax charge on pension transfers to QROPS pension schemes from tomorrow (9 March).

The FOS has ruled a firm was wrong over its claims that a man it advised was an insistent client and ordered it to pay compensation.

The number of individuals breaching the annual allowance limit for pension tax relief rose by 79%, new figures have shown.

Talbot and Muir has changed its data capture process after HMRC ramped up its due diligence.

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