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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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Latest News
An ex-adviser who turned client and says he lost £30,000 due to a pension transfer delay has been successful in his complaint against Intrinsic Financial Planning.

SIPP provider and wealth manager Mattioli Woods has today reported interim revenue up 16.9% to £28.4m (H1.2017: £24.3m) in the six month period ended 30 November 2017. 

British Steel Pension Scheme trustees were urged to discuss “the importance of obtaining independent financial advice” with members, amid a major restructuring of the scheme, a report has revealed.

Sipp provider AJ Bell has announced a 40% cut to management fees on its Managed Portfolio Service.

James Hay could be facing a tax penalty of £20 million over the biofuel investment Elysian Fuel.

The FCA has launched a probe into possible ‘harm’ to consumers in the non-workplace pensions market.

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