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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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Vintage Wealth Management, an IFA firm with a SSAS arm, is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

Over 154,000 people aged 55-64 have opted for early retirement due to the impact of the Coronavirus pandemic, according to a new report.

Liberty SIPP has been declared in default, after being placed into administration on 27 April 2020.

US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.

The FSCS warned today that its levy for the coming year will soar by a third to over £1bn with SIPPs and “complex” pensions cases behind a big chunk of the rise.

The Serious Fraud Office has secured an increased confiscation order against former stockbroker and convicted Ponzi scheme fraudster Nicholas Levene.

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