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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.

  • 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.

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Latest News

The number of people of working age who are retired is actually now lower than it was at the start of the pandemic, according to a new report.

The cost of living crisis could lead to mass breaches of the money purchase annual allowance (MPAA), as more people flexibly access taxable income from their retirement pot to cover increased costs.

The Financial Ombudsman Service’s uphold rate has remained steady at 35% despite a rise in complaints about financial products.

NatWest is to acquire a majority shareholding in Cushon, the workplace savings and pensions fintech, for £144m.

The DWP has appointed experienced FCA regulator executive Mary Starks to lead a review of the The Pensions Regulator.

Pensions and employee benefits firm Broadstone is to acquire York-based consulting actuaries H&C.

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