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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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Financial Planning firm Truinvest - set up by two ex-Mattioli Woods colleagues - has acquired two adviser firms to add to the two it acquired last year.

One in five of Generation X are now saving less or spending down their retirement savings as a result of the Coronavirus pandemic, according to a new report.

The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.

Hymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisers directly for the first time.

The Financial Conduct Authority has appointed its first chief data officer among five new appointments announced today as it pushes ahead with its ambition to become a 'data-driven' regulator.

M&G Wealth has selected Richard Denning to be the new CEO of Ascentric, the investment platform it acquired last year from Royal London.

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