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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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Annuity rates have increased by 8% for a healthy 65-year old over the last 12 months, according to new data.

There were 7.13m taxpayers of pension age for the 2022/23 tax year, a 6% increase year on year, according to the latest data from HMRC.

There’s overwhelming opposition to the proposed introduction of IHT on unused pensions, according to a new survey conducted by SSAS provider WBR Group.

The aggregate surplus of DB pension schemes fell to £232.7bn at the end of February, according to the latest Pension Protection Fund (PPF) 7800 Index.

The IHT changes announced in the Autumn Budget have triggered a shift in the advice that IFAs are providing to their clients, according to a new study.

Annuity incomes have surged to a 16-year high as the market booms, according to the latest data from Hargreaves Lansdown’s annuity search engine.

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