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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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Platform and SIPP provider AJ Bell has reported client numbers up 22% to 262,179 over the past 12 months.

The FCA is to give staff at regulated firms an additional 12 months to pass professional exams due to the Coronavirus outbreak.

Platform Transact has reported that quarterly Funds Under Direction fell 11% in the first quarter (to 31 March) from £39.31bn to £34.99bn, a drop of £4.4bn.

Financial advisers saw their turnover and client numbers grow strongly in 2019, a new study has found.

Chancellor Rishi Sunak has extended the consultation on scrapping the RPI inflation measure by four months to August.

Complaints about regulated firms topped 6m in the second half of 2019, according to data published by the FCA today.

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