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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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Most retired people have numerous regrets when it comes to retirement planning, including failing to put a plan together early enough in life.

Pensions and SIPP provider @sipp has promoted finance director Steve Lancaster to a newly-created role of chief operating officer role after he was one of the two people behind a management buy-out of the firm earlier this year.

The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete in September following delays due to national security considerations.

The Financial Services Compensation Scheme has opened an investigation into failed DFM and SSAS investment firm Central Markets Investment Management (CMIM) Limited.

New research suggests that Individual Savings Accounts (ISAs) are at the heart of many people’s retirement savings plans.

Only 39% (two out of five) of high earners are on track for a ‘comfortable’ retirement, according to new data.

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