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.
Standard Life Aberdeen has confirmed that it is to sell the Standard Life brand to the Phoenix Group.
Expanding SIPP provider Dentons Pensions has acquired MAB Pensions, a provider of small self administered schemes (SSASs), from Leicester-based financial adviser and pension administrator Michael Ambrose Group (MAB).
LEBC, the retirement advisory firm whose CEO died suddenly last year, has reported a loss of £232,000 in its latest financial figures. The previous year it made a loss of £401,160.
Financial advice firm Professional Financial Services (PFS) has been ordered by the Financial Ombudsman (FOS) to pay out after advising a client to invest in an unregulated collective investment scheme.
Leicester-based wealth adviser Westerby Investment Management has recruited three new members of staff from Berkeley Burke in an expansion move.
ofAlmost one in ten (9%) of investors said that the source of information they have increased the most to help manage their investments is social media, with 7% now regarding it as their most important source of information.