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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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A total of 546 firms have admitted making errors in their MiFID II transaction reporting to the FCA since the new regime began two years ago, according to a study out today.

Platform and SIPP provider AJ Bell saw pre-tax profit rise by 33% to £37.7m in the year ended in September, the company reported today.

SIPP and SSAS firm Talbot and Muir has expanded its footprint with the acquistion of Leeds-based SIPP and SSAS admin business The Pensions Partnership Limited.

The FCA is to introduce a new form for MIFID II-regulated firms requiring them to provide more detailed information on director changes.

The Pensions Regulator has published new guidance on investment governance rules.

Xafinity SIPP/SSAS has reached the milestone of having 2,000 commercial properties under administration for our clients.

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