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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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IFA Defaqto has released an updated version of its annual guide to pensions drawdown, in conjunction with Prudential.

Three major fund managers have pumped £39.4m into the retirement and SIPP provider Embark Group to help fund growth and acquisitions.

Retirement product and SIPP provider Embark Group has returned to the black after a transformation that has seen it widen its services from pure SIPP and SSAS offerings to a range of pension services.

Earlier this month Partners Wealth Management held a financial eduction event for students which taught the basics of Financial Planning.

The Financial Services Compensation Scheme (FSCS) paid a total of £473m in compensation to 425,760 customers of failed firms during 2018/19, it has been revealed.

Tributes have been paid to former Association of British Insurers director Peter Montagnon who died suddenly on Tuesday.

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