Latest Blogs
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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.
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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.
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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.
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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.
Popular News
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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.
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1.5m workers can't afford to save into a pension
More than 1.5m UK workers say they cannot afford to save into a pension.
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Pension transfer times rose during tax year end
Simpler pension transfers took an average of just 11 days to complete in the lead up to the end of the 2024/25 tax year.
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Early retirement costs UK economy £31bn a year
Early retirement and ill health are driving early exits from the workforce and having a major impact on the UK economy with an estimated £31bn in lost output annually, according to a new study.
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Gen Z workers wrongly claim to be pensions savvy
More Generation Z workers aged 18-24 claim to be knowledgeable about pensions than other generations, but new research reveals they have little understanding of retirement savings.
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.