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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 pension reforms and the rise in life expectancy are fuelling demand for financial advice during retirement, according to research among financial advisers.

Auto-enrolment is celebrating its three year anniversary tomorrow (1 Oct) with 5m workers now enrolled and opt-out rates below expectations.

In its response to the government’s tax relief proposals, the Association of Member-Directed Pension Schemes (AMPS) has voiced a number concerns.

Partnership is to launch the Enhanced Retirement Account [ERA] Sipp offering consumers access to a guaranteed income and the flexibility of drawdown as well as an opportunity for investment growth.

New research has highlighted the extent of confusion about the UK pensions and savings system and how unimportant tax relief is to individuals’ decision making.

FundsNetwork says that pensions investors have kept their faith in index trackers despite turbulent markets centred around China’s stock market crisis in August which saw many flee to defensive assets.

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