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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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The Initiative for Financial Wellbeing (IFW) has been awarded Institute status by the Secretary of State for Business Kwasi Kwarteng MP.

Adviser platform Novia has added new benefit crystallisation event and pension income functionality.

Three quarters (73%) of retirement savers either can’t afford to retire or were unsure if they could afford to retire, according to a new report.

The Financial Conduct Authority (FCA) has issued warnings over two firms offering financial advice without its authorisation.

New emergency asset retention rules from the Financial Conduct Authority (FCA) have been applied to 101 firms who provided pension transfer advice for former British Steel Pension Scheme (BSPS) members.

SIPP industry veteran John Moret has called on the Treasury to review and rewrite SIPP regulation, saying the current framework is ‘a mess and not fit for purpose’.

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