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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.

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An increase in ombudsman complaints about UCIS has been predominantly driven by the rise in complaints from consumers who had taken out Sipps.

The difference between the average purchase funds size for a lifetime annuity versus drawdown has grown almost three times bigger since the launch of the pension freedoms, research suggests.

As Father’s Day approaches this weekend research has suggested that more than a third rely on their dad for pension and savings advice.

Pensions administration company Equiniti has announced contingency plans for overseas pensioners in Greece.

A Buckingham based wealth management firm is set to be taken over by Mattioli Woods in a deal worth £7m.

The FCA must fire a warning to firms that barriers stopping savers accessing their pensions are unacceptable, the Government has commanded.

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