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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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Scottish law firm Morton Fraser has been appointed to the legal panels of three SIPP providers with the firm expecting demand for advice on commercial property held in personal pensions to continue to grow.

AJ Bell has called for a reintroduction of the permitted investment list for Sipps as pension transfer values soar and fears grow about a rise in pension scamming.

Mattioli Woods has acquired MC Trustees for £2.2 million.

An Australian-based Financial Planning technology platform provider has bought an English Sipp provider.

About one out of five people are still failing to save anything at all towards their retirement, a report has suggested.

There is no hiding place for businesses failing to meet the new capital adequacy rules, a Sipp firm managing director says.

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