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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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Aegon UK has purchased Novia Investment Services from Novia Financial Holdings.

Pension liberation fraud has been named the hot topic of 2013 in The Pensions Regulator's annual review.

A Sipps specialist has warned that failing to make clients aware of options to protect their pensions against significant tax charges could haunt them in future.

Three men have been banned from working in the financial services industry for "disgraceful failings" after £4m in commission was generated from moving investments unnecessarily.

More than 2m workers have begun saving into a workplace pensions scheme as a result of automatic enrolment but 3m are missing out on auto enrolment for a variety of reasons.

The GAD rate for January 2014 has been announced as 3.25% - up from 3% - a move which will help people using income drawdown, says LV=.

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