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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
The Pensions Regulator has pledged to ensure that the one million-plus small and micro businesses preparing for automatic enrolment get it right.

Average compensation payouts for Sipp related claims increased by around 50%
 to £16,375, the FSCS has revealed this morning.

Savers took out £800m worth in payments from income drawdown policies in 170,000 withdrawals in the first two months after the pension reforms kicked in.

Nearly 1,500 new Sipps have been opened by Liberty Sipp in the last year, the company reported, as it revealed its assets under management have jumped by 81%.

A SSAS provider has urged advisers to review their SSAS books of business following HMRC's increased controls on the new fit and proper test.

Mercer’s former chief actuary has been hired by Xafinity as it bids to bolster its pensions actuarial and consulting team.

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