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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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Fewer than 1 in 14 of the complaints received by the FOS about investments and pensions were regarding Sipps in 2014/15 but officials still say the number is significant.

More than 9 out of 10 people are off course for the kind of retirement they aspire to, research from a pension firm suggests.

Incoming Pensions Minister Ros Altmann has been encouraged to include a new Workplace ISA into the auto-enrolment legislation by the Centre for Policy Studies.

Many defined benefit pension schemes with actuarial valuations this Spring will find that their plans to repair deficits have been blown off course, an expert has warned.

Sipp and SSAS operator Rowanmoor has hired a senior sales consultant from rival provider Hargreaves Lansdown for the London region.

Pensions have become as important as property in divorce settlements and this is likely to increase further, according to a new study.

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