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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
Woodford Investment Management has invested £21million in AJ Bell, the company has announced.

The FCA has proposed changes to the new capital adequacy rules - including a relaxation of the frequency of calculating AUA - which it says will reduce firms’ compliance costs.

Co-founder of Sipps firm Mattioli Woods, Bob Woods, will step down as executive chairman next year to take on a new role.

A director at Suffolk Life has left the company after it ended a strategy of pro-active acquisition of Sipp books.

Hornbuckle and Prudential have joined forces to bring a new at-retirement proposition.

A pensions specialist has been handed a position on Sipp and SSAS firm Talbot and Muir’s board.

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