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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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The Pensions and Lifetime Savings Association has raised concerns about the way the FCA wants information provided to clients considering a pension transfer.

IntegraFin Holdings, the holding company of wrap platform Transact, has appointed Patrick Snowball as non-executive chairman as the firm prepares to float in 2018.

The CMA has published details of the areas it plans to investigate as part of its probe into investment consultants who advise pension trustees. 

Liberty SIPP is expecting to hit the 10,000 SIPPs mark in the next few weeks as the business celebrates its 10th anniversary.

Momentum Pensions, the pension specialist and SIPP provider, has boosted the range of investment choices on its SIPP to add passive, ethical and Sharia options as well as a guaranteed income investment and a new collaboration with low cost fund provider Vanguard.

New investment platform Fundment - promoted as a potential ‘robo-killer’ - has added a low cost SIPP option to be administered by Liberty SIPP.

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