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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.

Popular News

Latest News

The  Financial Services Compensation Scheme (FSCS) has today declared 13 firms in default - most of them adviser businesses - opening the door to clients claiming compensation.

More than one in four over-55s (26%) believe they will still be working past 70 due to the cost of living crisis, according to a new survey.

Wealth manager and SIPP provider Mattioli Woods has today reported a sharp rise in pre-tax profits by 45% to £4.8m in its interim results for the six months ended 30 November.

Pension savers from the ethnic minorities are far less likely than white Britons to save into a pension scheme.

SIPP provider and wealth manager Mattioli Woods - and its sister fund management company Amati Global Investors - have donated nearly £170,000 to charities across the country.

The Bank of England has increased its base rate by 50 basis points from 3.5% to 4% - its highest rate since October 2008.

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