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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.

  • Tilley: Is the age 75 trigger date now irrelevant?

    Age 75 has been an important milestone in pension rules since A day in 2006. It was the latest age at which a compulsory annuity purchase was required (prior to Pensions Freedoms). It's arguably it’s long been an arbitrary line in the sand, noting that life expectancy has been on the increase for the last 20 years, but this trigger age has remained unchanged.

  • 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.

Popular News

Latest News
More than one in ten people aged over 60 have no plans to ever retire, fresh research has suggested.

Mattioli Woods is to spend nearly £15m to build a new central Leicester office.

Sipp provider Mattioli Woods has agreed an £8,300,000 deal to take over SSAS and Sipp administration firm Taylor Patterson.

A financial education firm, which has taught nearly 100,000 employees about pensions and retirement planning, has been bought out for £50m.

An ex-director of an advisory firm has been banned for Sipp related failings that left many customers facing losing all of their pension funds.

Many of the nearly two million small employers approaching their pensions auto-enrolment staging dates are in danger of missing deadlines by underestimating the amount of data needed to complete the process, an advice firm has warned.

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