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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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The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.

Work and Pensions Secretary Esther McVey’s backing for the pensions dashboard in her speech at the Conservative Party Conference this week brought relief to the profession.

The CISI Annual Financial Planning Conference heard yesterday from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.

The FCA has fined Tesco Personal Finance plc (Tesco Bank) £16.4m over failings relating to a cyber attack in November 2016.

Fidelity has promoted insider Jackie Boylan to be head of its adviser-focused platform business FundsNetwork.

The CISI is urging Financial Planning members to get involved in World Financial Planning Day on Wednesday 3 October and UK Financial Planning Week from 3-10 October.

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