Popular News
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Exclusive - SIPP and SSAS Survey reveals confidence
The latest issue of Financial Planning Today magazine, our exclusive sister publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is ready to view.
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AMPS hears from HMRC at spring conference
The SIPP and SSAS trade body Association of Member-Directed Pension Schemes (AMPS) said it has made progress with liaison with regulators and demonstrated that by having representatives from HMRC at its annual spring conference.
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Hundreds face huge tax bill after cashing in pension
Almost 300 people fully encashed a pension of more than £250,000 after tax-free cash between October 2023 and March 2024, paying a minimum £98,700 each in tax in the process, according to new analysis of FCA figures by Standard Life.
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Crisis-hit CII and PFS hold joint board meeting
The boards of the 120,000 member Chartered Insurance Institute (CII) and its subsidiary the Personal Finance Society (PFS) have held a joint meeting this week following the latest in a wave of resignations to hit the PFS.
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AJ Bell platform customers rise to nearly 600,000
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.
Latest Blog
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James Jones-Tinsley: Aiming for an advice-guidance sweetspot
As Nikhil Rathi is reappointed as CEO of the Financial Conduct Authority (FCA) for another five years, the FCA has set out its strategic direction for 2025/26, with important implications for financial advisers.
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Lisa Webster: Divorce impact on lump sums raises question
The lifetime allowance may have been consigned to the annals of history but the various forms of protection are still relevant in the new world, especially when it comes to the amount of pension commencement lump sum (PCLS) that can be taken.
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Martin Tilley: How education can tackle pension scams
The dark reality of pension scams is that we don’t really know how common they are. Fraud is a crime which tends to have low reporting events and with pension scams, it’s no different. The emotional toll can be as large as the financial, with some people being too embarrassed to report that they have been the victim of a scam.
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Lisa Webster: Maximising protected tax-free cash
While 2024 ended with a lot of doom and gloom in the pension world following the big announcement on inheritance tax (IHT), there was some good news that may have slipped under the radar of some advisers.
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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.
Platform and SIPP provider AJ Bell has promoted CFO Michael Summersgill to the newly-created role of deputy chief executive officer.
Around 4m savers under the age of 40 could be losing out on investment returns because they think a medium risk pension will produce the strongest returns for their pension.
Average earnings data published this morning by the Office for National Statistics (ONS) has highlighted the difficult decision faced by the Chancellor this autumn when deciding on State Pension rates for April 2022.
More than 9 in 10 IFAs are willing to accept that ESG-focused funds and investments may produce lower returns than non-ESG funds - but believe this is an acceptable downside risk, a new study has revealed.
Investment platform and SIPP provider AJ Bell has changed the terms on its Managed Portfolio Service funds to reduce risks and costs for advisers.
STM Group, the international financial services provider which owns Carey Pensions (now known as Options), is to make its chief operating officer Peter Marr redundant in the second half of the year as it downsizes its executive team.