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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.

  • 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.

  • Tilley: Is the age 75 trigger date now irrelevant?

    Age 75 has been an important milestone in pension rules since A day in 2006. It was the latest age at which a compulsory annuity purchase was required (prior to Pensions Freedoms). It's arguably it’s long been an arbitrary line in the sand, noting that life expectancy has been on the increase for the last 20 years, but this trigger age has remained unchanged.

  • 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.

Popular News

Latest News
Retirement wealth planning firm James Hay has appointed platform veteran Stephen Wynne-Jones as its head of marketing.

Sanlam UK, part of the international financial services group Sanlam Limited, has completed the acquisition of the Thesis Asset Management.

Defending itself against a rising toll of claims has forced Berkeley Burke SIPP Administration Limited (BBSAL) into administration, with the book of business sold this week to Hartley Pensions Limited.

The Financial Services Compensation Scheme (FSCS) is now open to claims against Berkeley Burke SIPP Administration Limited (BBSAL).

Scottish Widows has appointed Graeme Bold as director of workplace pensions.  

Seven Investment Management has bolted on a tailored drawdown option for its SIPP designed to give better control of tax liabilities and income.

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