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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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The Financial Ombudsman is set to release figures tomorrow showing a rise of approximately 50% in the number of Sipp complaints it has received in the past year, with growing concerns about Ucis.

Financial Planning and forecasting specialist eValue has launched a "Better Outcomes for All" campaign to encourage the pensions and investment sectors to better serve the investing public.

Increasing use of income drawdown following the Budget annuity changes could see 20% of pensioners exhausting their funds before they die, pension experts have warned.

A poll of pension experts has found that 73% expect annuities to remain a key part of retirement planning.

Portal Financial, an advisory firm which says it deals with 2000 income drawdown cases a year, has reported an 80% rise in demand for retirement advice post-Budget.

A Sipp and SSAS firm has warned businesses of "disastrous consequences" if they fail to get their auto-enrolment schemes in place after its research found fears about the costs involved.

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