Latest Blogs
-
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.
Popular News
-
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.
-
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.
-
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.
-
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.
-
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.
-
State Pension could climb by more than £550
The State Pension could climb by more than £550 next year thanks to the triple lock, as earnings growth outpaces inflation.
SIPP provider Curtis Banks saw a 4% increase in assets under administration to £28.6bn in the first six months of 2020.
The Gaudi SIPP has continued to grow and attract new clients despite lockdown and now has over 20,000 SIPPs under its administration. According to data from MoretoSIPPs, this moves Gaudi into the top twenty SIPP providers for the first time.
Mattioli Woods, the wealth management and SIPP business, has reported pre-tax profit up 36.7% to £13.4m for the year ended 31 May.
If Pension Dashboards are to be successful, they must include all pension savings from day one, Aegon has said.
Standard Life has added a number of new services on its wrap platform to support Financial Planners and improve the experience of their clients following feedback from advisers.
The annual Pension Awareness Week roadshows have gone virtual, with the launch of a five-day online event to help people with pensions, money and financial wellbeing.