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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
A Sipp firm has announced it is launching an "improved version" of one of its products in response to demand from advisers as the drawdown rules change.

A Sipp provider has warned financial advisers to avoid getting caught out by Easter falling over the tax year end.

The FCA has published final rules this morning on implementing a charge cap on default funds for automatic enrolment.

Labour has announced that it will fund a cut in university tuition fees through reducing the tax relief on pension contributions for the highest-earners.

New rules have been revealed this morning to protect consumers as the pension reforms take effect.

A new report into workplace pensions has shown the largest increase in membership since 2013 was among 22-29 year-olds, with a rise of 17%.

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