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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.

  • 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.

  • 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.

  • 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.

  • 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.

Latest News
Parmenion has launched an in-house Sipp available to platform clients after finding there was demand from advisers.

Retired households paid the equivalent of £45.6 billion in taxes over a year, new research has found, with the average retiree family paying out 30 per cent of annual income to the taxman.

The Office for National Statistics has projected that the number of people aged 65 and over will increase in all regions by an average of 22% between mid-2012 and mid-2022.

The retirement gap for the average retiree is nearly £6,000 per year, new research has shown.

The chairman of the Sipp providers' association AMPS has forecast a further rise in the number of complaints about Sipps.

James Hay Partnership has struck a deal that will lead to it taking on Capita's Sipp book.

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