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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 well known client risk assessment software providers – PlanPlus of Toronto and Finamentrica of Australia - are to merge from this month.

The Financial Conduct Authority last month identified a number of pension areas where ‘intervention’ may be necessary following the introduction of the pension freedoms in April 2015.

Standard Life has called for the partial transfer option to be a mandatory part of DB transfer advice.

About 1.1million women are £32 worse off per week on average as a result of state pension age changes, the Institute for Fiscal Studies says.

Fixed penalties worth nearly £5million were issued to companies for failing to comply with auto-enrolment in the last financial year.

Aegon has called for the pensions advice allowance and adviser charging to be combined.

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