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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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Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.

Despite the cost of living crisis, only a minority of consumers are prepared to reduce their pension contributions, according to a study.

Pensions Minister Laura Trott has backed a call from three scam-fighting bodies warning pension scheme trustees and savers of a potential increased risk from scammers seeking to cash in on economic uncertainty.

Transact parent IntegraFin Holdings issued a trading statement today saying that the group was “performing well” with adjusted pre-tax profit for the year ended 30 September expected to be “moderately above” the top end of analysts’ estimates.

A total of over £114bn has been invested in Automatic Enrolment pensions by nearly 11m people since they were first launched 10 years ago, new government figures published today show.

Christine Hallett founded retirement and SIPP provider Options UK (formerly Carey Pensions) in 2009 and is MD of the company, now part of STM Group. Here, the Options MD talks exclusively about her business following the controversial Adams case, her views on the SIPP market and her plans for the future.

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