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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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Two rival platform 'engine' providers - who run many UK platforms including AJ Bell - have joined forces following a takeover deal.

Mercer has unveiled Mercer Money, a personal finance and ‘financial wellness’ platform allowing a company’s employees to manage their pensions and personal finances in one place.

Digital advice firm OpenMoney - which combines online and human advice - has acquired Jargonfree Benefits (JFB), the employee benefits business set up by pensions guru and cartoonist Steve Bee.

Almost 1 in 2 UK adults (48%) shun financial advisers when it comes to retirement planning advice despite evidence suggesting advised clients were far better financially prepared for retirement.

Pension savers who were overtaxed on Pension Freedom withdrawals have been repaid £535mm by HMRC since 2015. 

A new report has revealed the best countries in Europe for retirees.

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