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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6 in court over £75m complex SIPP fraud
Six people were due to appear in court this week over a pension fund and SIPP fraud which involved £75m being invested in storage units in the North of England and Scotland.
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IHT on pension pots will hit bank of Mum and Dad
Charging inheritance tax on unused pension funds will create confusion and increase the risk of gifting mistakes for the Bank of Mum and Dad and Gran and Grandad, equity release specialist Key Advice has warned.
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40m pension records connected to Dashboards ecosystem
More than 40m pension records have connected to the Pensions Dashboards ecosystem since April.
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Average annuity value soars 160% in 5 years
The average value of an annuity has soared 160% since 2021, according to newly-published client data from Hargreaves Lansdown.
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Younger investors bet on property and pensions for retirement
The majority of Millennials (56%) and Gen Z (62%) see a mixture of pension and property as their main retirement asset, according to new research.
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Thousands sign pension-switch petition
A petition calling for a 10-day pension switch guarantee has attracted more than 2,000 signatures in its first two weeks.
STM Group, the international financial services provider which owns SIPP firm Carey Pensions, has reported a drop in revenue and profit for the first six months of the year.
A typical young adult aged 20-40 wants to retire at 59 with an annual retirement income of £26,000, according to new research.
Revenue increased 29.4% to £31.7m at SIPP provider Curtis Banks for the first half of 2021, but adjusted profit before tax remained steady at £6.3m.
Over 325,000 people have successfully applied for protection against breaching the Lifetime Allowance, according to a Freedom of Information response.
Platform and SIPP provider James Hay is to rebrand as Nucleus following its £145m takeover of the Nucleus platform which will see sweeping executive and company changes.
Over 15 million (78%) non-retired married people have no idea about the value of their spouse’s pensions, according to a new report.