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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
Pension firms have called for greater clarity on the state pension, following the Queen’s Speech yesterday.

James Hay has struck a deal with Towry for around 4,000 Towry Sipp clients to be transferred into the flagship James Hay Modular iPlan.

A property section and an application form wizard are two of the new tools a Sipp and SSAS firm has created as it aims to improve the service offered to advisers through its website.

A pensions firm has announced the appointments of two new directors.

SOLLA Enterprises, part of SOLLA (the Society of Later Life Advisers), has announced a marketing tie-up with Octopus Investments to promote its growth in the later life adviser market.

A Sipp firm says it has seen a shift in adviser focus away from pension freedoms as the dust begins to settle post April.

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