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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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.
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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.
DB pension transfer values showed a recovery in March after dipping in February, according to the monthly XPS Transfer Watch.
SIPP provider and wealth manager Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.
The number of people who want to retire early has more than doubled during the pandemic from 4% to 10% and more people have clearer retirement plans.
St James’s Place CEO Andrew Croft saw his earnings fall from £1.017m in 2019 to £692,788 in 2020 as the pandemic hit the company.
Platform and SIPP provider AJ Bell has added the Aquis Stock Exchange (AQSE) to its online trading platform to expand the investment choices available for clients.
Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020 (2019: £29.1bn) including five months of contribution from the Dunstan Thomas acquisition and two months contribution from the acquisition of Talbot and Muir.