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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.

  • 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.

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Client wins at James Hay fell by 22% in the first 10 months of the year according to parent company IFG’s latest trading update.

Curtis Banks, one of the UK’s biggest SIPP providers, has completed the purchase of wealth manager Hargreave Hale’s £180m SIPP book.

Martin Tilley, director of technical services at SIPP provider Dentons Pension Management, is leaving the firm after 30 years to join a wealth manager in the new year.

Platform and SIPP operator AJ Bell’s market capitalisation is will be “approximately £651m”, the company has revealed.

Independent SIPP and SSAS firm Talbot and Muir has called for standardised NSI reporting.

Two thirds of British adults are in favour of mandatory pension contributions, according to new research.

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