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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 Personal Finance Society is working with the new International Association for Sustainable Economy (IASE) to create ESG (environmental, social and corporate governance) qualifications for UK and International Standards.

Xafinity SIPP has launched a new mobile-friendly ‘SIPPCentre’ hub which it says will boost service to clients and financial advisers by adding more extensive features and document storage.

A nudge from a pension provider drove three times as many savers to seek guidance during research by the Money and Pensions Service.

The Coronavirus pandemic has created the 'perfect storm' for those in income drawdown and many may never fully recover from the impact, according to a new report.

After an unsteady period, defined benefit (DB) pension transfer values increased to a record high during June and the number of members taking a transfer value rebounded strongly too.

Mattioli Woods has made three new board appointments including replacing their chief financial officer. The wealth manager and employee benefits business said that all directors and staff will not be paid their bonuses for the year.

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