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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.

  • 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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Financial Planner and SIPP adviser Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

Two-thirds of advisers (66%) have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.

The Pensions Regulator (TPR) has called on pension professionals to consider a more diverse range of investments.

The FCA has called on advisers and providers to think beyond email messages to boost pension engagement with consumers.

The Financial Services Compensation Scheme has declared two pension adviser firms as failed.

An estimated 340,000 more pensioners will pay income tax on their State Pension next year due to the Triple Lock pushing up the State Pension above inflation.

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