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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
Liberty Sipp has snapped up a sales manager from Talbot and Muir.

An influential group of MPs has questioned if there is strong enough protection for savers under the new pensions rules.

Another six centres have been announced to provide the new face to face pensions guidance service Pension Wise.

Special breakfast events to help advisers untangle the web of rule changes to pensions – particularly their impact on Sipps and SSAS - will take place in April.

Standard Life has said it will drop drawdown charges as it prepares for the new pension freedom rules to kick in.

Proposals have been outlined by the FCA to make advising on the conversion or transfer of safeguarded pension benefits a regulated activity.

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