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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 increased regulation of Sipps could see investors moving towards SSAS and QROPS schemes.

Mattioli Woods has joined with Walker Crips to offer a new structured product to its customers.

Skandia is reminding pensioners in drawdown to use their full income allowance to maximise tax efficiency.

Mattioli Woods has appointed John Kelly from Berkeley Burke as a senior consultant.

Ascentric and its white-label Independent Funds Direct Ltd has agreed to outsource its back office technology to Bravura Solutions.

Ed Carey will be joining Mattioli Woods as managing director of its pension administration business City Trustees on 15 July.

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