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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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Rowanmoor, the SSAS provider and Sipp and Family Sipp operator, has welcomed four new members to its Graduate Training Scheme: Lydia Hunt, Laurence Rafferty, Mark Meatcher and Steve Beaven.

Sipp provider Barnett Waddingham has added Brewin Dolphin, Charles Stanley and Rowan Dartington to its discretionary fund management (DFM) panel for its Sipp members.



The Government's Law Commission has published a consultation paper reviewing the "fiduciary duties" that apply to investment intermediaries following the Kay Review.

HM Revenue & Customs says it is taking steps to tackle the increasingly sophisticated models being used by so-called pension liberation companies.

A Sipp scheme was used by two Surrey-based investments advisers who have have been fined a total of £885,000 and been banned by the FCA from holding any position at a financial firm.

The Association of Member-Directed Pension Schemes (AMPS) - the Sipps and SSAS providers' body - has appointed James Hay's head of technical support Neil MacGillivray as chairman.

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