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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.

Popular News

Latest News

Men and women are over-estimating how many years they will live, according to a new study.

Wealth manager St James’s Place saw profits slump in 2019 after a “challenging year” for the wealth management sector.

Government-backed financial guidance body the Money and Pensions Service (MAPS) has appointed 11 leaders tasked with transforming UK financial wellbeing over the next 10 years.

Embark Group, the owner of Rowanmoor, has restructured its pensions businesses with a new joint chief exec to run them and two senior executives leaving.

Carey Pensions, the SIPP firm bought out last year after being hit by a major court case, has been relaunched under a new name, Options.

LEBC Group, the pensions and financial advice company founded by a Chartered Financial Planner, remains in “buoyant mood” despite making a financial year loss of £401,000 last year and having to withdraw from DB transfer advice.

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