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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 Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is asking members to help mark its 30th anniversary year which begins today.

Martin Tilley, head of technical at Westbridge SSAS, has been appointed interim chair of The Association of Member-Directed Pension Schemes (AMPS).

Wealth manager and SIPP provider Mattioli Woods has reported a 95.9% rise in adjusted pre-tax profit to £14.1m for the six months ended 30 November

Royal London confirmed this morning that it was in “exploratory” takeover talks with rival mutual LV=.

New FCA data has revealed that misleading financial promotions by authorised firms more than doubled from 207 in 2020 to 564 in 2021.

SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.

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