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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 total property wealth of over-55s in England will double to almost £2.5trillion by 2035, according to research by Age Partnership, a retirement income specialist.

Origo, the e-commerce standards and services body for the financial services sector, has signed up Talbot & Muir as its 75th brand for the Options Transfers service.

More than £1 billion has now been paid out to Equitable Life policyholders through the Equitable Life Payment Scheme.

Platform and Sipp operator AJ Bell is warning that the distinction between financial advice and other information or guidance services has become blurred and this is having two dangerous consequences.

Xafinity Sipp & SSAS says it has recorded twice as many “second hand” property Sipps being transferred from other Sipp providers into their Sipp contract.

Equiniti research has found that an increasing number of people say their biggest financial challenges is fear of not being able to afford to retire.

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