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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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Standard Life Aberdeen has confirmed that it is to sell the Standard Life brand to the Phoenix Group.

Expanding SIPP provider Dentons Pensions has acquired MAB Pensions, a provider of small self administered schemes (SSASs), from Leicester-based financial adviser and pension administrator Michael Ambrose Group (MAB). 

LEBC, the retirement advisory firm whose CEO died suddenly last year, has reported a loss of £232,000 in its latest financial figures. The previous year it made a loss of £401,160.

Financial advice firm Professional Financial Services (PFS) has been ordered by the Financial Ombudsman (FOS) to pay out after advising a client to invest in an unregulated collective investment scheme.

Leicester-based wealth adviser Westerby Investment Management has recruited three new members of staff from Berkeley Burke in an expansion move.

 ofAlmost one in ten (9%) of investors said that the source of information they have increased the most to help manage their investments is social media, with 7% now regarding it as their most important source of information.

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