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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 government may soon give individuals approaching retirement an estimate of their life expectancy to help with retirement planning, according to reports.

The FCA has banned two partners at a Welsh firm of financial advisers for their role in a £112m Sipp-based investment strategy that saw nearly 2,000 of their customers advised to invest in high risk investments such as diamonds and overseas property via a Sipp.

Research examining people's views of the radical overhaul in pensions announced in the Budget found just over a quarter would seek help from financial advisers about their retirement plans.

A retirement planning expert has said it is premature to believe that the overhaul in the pensions system means the the death of annuities.

The UK annuities market could decline by up to 75% after the recently announced changes to compulsory annuity purchase come into effect, according to PwC analysis supported by a new consumer survey.

Zurich has decided to extend its family-linking facility on its retail platform which includes trustee investment from Sipps and SSAS.

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