Latest Blogs
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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.
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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.
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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
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Surge in IHT queries and 'lesser known' strategies
Financial Planners at wealth manager Rathbones have reported a surge in client queries about estate planning amid concerns of possible changes to the IHT regime in the forthcoming Budget.
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SSAS and pension appointments at WBR Group
SSAS administration and integrated professional services provider WBR Group has made two key promotions to strengthen its technical and proposition capabilities, it said.
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PMI and SPP call for improved Pension Schemes Bill
The Pensions Management Institute (PMI) and the Society of Pension Professionals (SPP) have today issued a united call for improvements to the Pension Schemes Bill.
The Upper Tribunal has upheld a ban on two "reckless" financial advisers who were involved in 1,470 mostly 'flawed' pension transfers worth over £392m.
Central Markets Investment Management (CMIM) Limited (FRN: 475828) has been declared in default by the Financial Services Compensation Scheme (FSCS).
Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.
Halo Invest is to launch a new adviser platform which will offer SIPPs and other investments.
One in six adults, or 16%, are relying on gut instinct to estimate their retirement needs, according to research from pension provider Standard Life.
Platform and SIPP provider AJ Bell increased its platform customer numbers by 9% to 593,000 over the past six months, the business reported today in interim results.