Latest Blogs
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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.
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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.
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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.
Popular News
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Barnett Waddingham appoints new CEO of BW SIPP
Pensions and SIPP consultancy Barnett Waddingham has promoted Nick Cooper to be CEO of BW SIPP, as the business says it enters a new phase focused on market growth.
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State pension gender gap ‘almost eliminated’
The gender pension gap has been almost completely eliminated when it comes to the state pensions of people retiring today, according to new data.
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Pension transfer times fell after tax year end
Simpler pension transfers took an average of just 10.8 days to complete as the industry moved out of the busy tax year end period and into early summer.
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Pension saving strong, but gender gap remains
Pension savers have maintained strong contribution levels in the first half of 2025, sustaining the record momentum seen in 2024, according to new analysis of their own customers by PensionBee.
The FCA’s Financial Services Register will be offline for five days from 31 December to 4 January while the regulator makes Brexit-related changes.
Adviser data and ratings provider Defaqto has added 1,047 risk-rated funds and DFM Model Portfolios to its Financial Planning software Defaqto Engage.
Fund manager and SIPP provider 7IM has launched a range of multi-asset funds which it says will offer advisers low-cost and highly diversified passive investments.
Chancellor Rishi Sunak will present his next Budget to MPs on 3 March.
Transact is to cut some of its charges in April with annual commission charges and buy commission charges both reduced.
Tilney Smith & Williamson is following rivals by removing VAT from its Managed Portfolio Service propositions.