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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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STM Group, the international SIPP and financial services provider, has seen a £400,000 hit to revenue this year as SIPP business slowed, the firm reported in a trading update today.

Falling gilt yields pushed DB transfer values to a new record high of £265,200 on 28 October.

SIPP provider iPensions is expanding into the direct-to-consumer pension market with the launch of iSIPP, a digital consolidator for UK and international clients.

MPs in the House of Commons have rejected proposals from the House of Lords to retain the State Pension Triple Lock.

Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.

Advised net flows reported a quarter-on-quarter decrease of 20.78% in the third quarter, according to a new report.

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