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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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Traditional inheritance may be dying out, with a rise in 'giving while living', research has suggested.

Specialist Sipp administrator Curtis Banks Group plans to embark on an £85m flotation on the Alternative Investment Market.

Sipp related claims have again been blamed as advisers brace themselves to be hit with a £100m bill.

A former Yorsipp and Hornbuckle Mitchell manager with more than 30 years of experience in the industry has moved to Xafinity.

About 10% of soon to be retirees plan to capitalise on the pension reforms to start a small business or go into consultancy, research suggests.

A new Retirement Life Planning calculator for advisers to use with clients has been unveiled by AXA Wealth as part of a suite of tools being developed by the company.

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