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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
Plans for a secondary annuities market will not be implemented until at least 2017 after the Treasury said the move would be delayed.

George Osborne has opened up the possibility of “radical reforms” which could mean pensions become taxed like ISAs.

The Pensions Ombudsman has admitted it has been struggling to cope with rising demand as figures show a 42% increase in investigations over five years.

A former senior manager at Chase de Vere has been hired by James Hay as a new commercial director.

A SSAS and Sipps firm has announced it is doubling its pool of investment managers which provide access to discretionary fund management services.

The standard annuity rate rose to its highest level for the whole of 2015 during June, according to figures released this morning.

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