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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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New premiums driven into personal pensions and Sipps increased to £3.8 billion in the first quarter of 2016, according to data from Equifax Touchstone.

Two Sipp firms have announced they have met the FCA’s new capital adequacy requirements.

There has been an increasing trend among Sipp clients to buy land with their pension funds, a Sipp firm has reported.

Momentum Pensions, a Malta-based international pension specialist and independent pension trustee, has launched its first UK SIPP residents called the Momentum SIPP.

Sipp and SSAS provider Charles Stanley wants to be the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.

Glasgow-based SIPP provider @sipp has acquired Essex-based Alfa Trustees Limited as a part of a drive to expand in the south of England.

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