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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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Pension transfer values as measured by Xafinity SIPP owner XPS increased by nearly £5,000 during February before dropping sharply to end unchanged over the month.

Wealth manager Rowan Dartington, part of St James’s Place, has recruited former Suffolk Life chief executive David Hobbs as its new CEO.

Growing wealth manager and Financial Planner Quilter is planning major investment in its new UK Platform which will see it add SIPP capabilities, Junior ISAs and cash accounts.

As the end of the tax year approaches Hargreaves Lansdown has predicted a surge in drawdown cash withdrawals.

The FCA has announced the final rules on the Directory - a new public register that enables consumers, firms and others to find information on key individuals working in financial services.

As auto-enrolment minimum contributions are set to rise from 5% to 8% in April, new analysis show has shown the cost of opting out of a workplace pension scheme.

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