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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

A new Financial Services Bill and a ‘refined’ Pension Schemes Bill will be introduced by the Government as part of a 30-bill programme announced in the Queen’s Speech today.

Platform Transact is to trim annual and buy commission charges in the spring as platform competition intensifies.

Transact chief executive Ian Taylor is to step down as CEO in March after 20 years with the group and will be replaced by two new CEOs.

What clients most want from advisers is help in achieving their overall financial goals and maximising investment returns is a secondary consideration, according to an adviser survey. 

The Financial Services Compensation Scheme has warned that there is a ‘high risk’ of a supplementary £46m levy on advisers and providers in the coming due in part to rising pension and SIPP claims.

As we approach the end of another decade I have been reflecting on a subject dear to my heart – the evolution of the SIPP market, writes John Moret.

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