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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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A radical overhaul of the pensions and savings system should include the creation of ‘an ISA warehouse’, a Centre for Policy Studies analyst has proposed.

A Sipps and SSAS firm has decided to scrap all member “transfer out” fees for UK based schemes.

A quarter of couples plan to take advantage of pension freedoms to make sure they leave an inheritance to their families, according to new research.

Research has found that nearly half of UK employers are concerned about older workers deferring retirement due to inadequate retirement savings.

Partnership chief executive Steve Groves has forecast that the new pension freedoms will eventually be curtailed.

Parents and grandparents who gift money to their grown-up children and grandchildren risk compromising their own standard of living by being too generous, according to a new study by Investec Wealth & Investment.

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