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Latest Blogs

  • 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.

  • Tilley: Is the age 75 trigger date now irrelevant?

    Age 75 has been an important milestone in pension rules since A day in 2006. It was the latest age at which a compulsory annuity purchase was required (prior to Pensions Freedoms). It's arguably it’s long been an arbitrary line in the sand, noting that life expectancy has been on the increase for the last 20 years, but this trigger age has remained unchanged.

  • 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.

Popular News

  • Inheritance tax receipts for April to June were £2.2bn, over £100m higher than the same period last year, according to new HMRC figures published today.

  • Work and Pensions Secretary Liz Kendall has confirmed that the third statutory Government review into when and how to raise the State Pension age will begin straightaway.

  • The Society of Pension Professionals said the revival of the government’s landmark Pension Commission is good news as it will consider a wide range of potential solutions rather than focusing solely on automatic enrolment.

  • The restricted remit of the new Pensions Commission will limit its ability to deal with the scale of the problem, according to LCP partner and former Pensions Minister Steve Webb.

  • SIPP operator Corporate & Professional Pensions Ltd (FRN: 465748) has been declared in default by the Financial Services Compensation Scheme.

  • Six people have been charged over a pension fund and SIPP fraud which involved £75m being invested into storage units in the North of England and Scotland.

Latest News

Platform and SIPP provider AJ Bell has warned that the delayed Pensions Dashboards - a key plank of government pensions policy - are in limbo until the government signals a new timetable.

Six in ten 50-year-old workers say they are worried about the upcoming rise in the minimum pension age, according to a new study.

A quarter (25%) of financial advisers are working with clients to release funds to help adult children, according to a new report.

Adviser platform and SIPP provider Nucleus has expanded its advisory board by appointing appointed NextWealth founder Heather Hopkins as chair.

One in four large employers (26%) have reported a rise in the number of employees actively opting out of their pension scheme, according to new research.

Fewer than one in three pension fraud reports (29%) submitted to Action Fraud are referred for police investigation, according to a new report.

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