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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 FCA has revealed that 50% of authorised firms previously using the Gabriel data reporting system have moved across to the regulator’s new RegData data collection system.

SIPP provider Curtis Banks has appointed Jill Lucas as non-executive director. She has also been appointed chairwoman of the SIPP provider's fintech Dunstan Thomas.

The FCA halted 343 applications for authorisation from firms and individuals in 2020 in a clampdown to protect consumers.

Pension campaign and networking group The Pension Playpen - founded by pension expert Henry Tapper - is to relaunch in February as a fintech company aimed at the pensions industry.

FCA regulated stockbroker and investment platform app Freetrade has launched a SIPP, administered by Gaudi.

Fund platform and SIPP provider Fidelity has relaunched its consumer wealth management service as a restricted advice proposition called Fidelity Wealth Management.

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