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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
Sipp provider Barnet Waddingham has made additions to its Flexible Sipp investment panel, it confirmed this morning.

Momentum Pensions has launched a new SSAS and Sipp.

A new online planning tool designed to create a “simple picture of pension savers’ options” has been launched.

A Sipp firm has reported a surge in enquiries from advisers about succession planning on behalf of their clients.

Demand for annuities appears to have climbed, with sale increases suggesting somewhat of a recovery since the slump in April, research has shown.

The pensions industry must act swiftly and decisively itself on ‘excessive’ exit fees or it will be forced to do so by new legislation, a Sipp firm expert says.

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