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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: Divorce impact on lump sums raises question

    The lifetime allowance may have been consigned to the annals of history but the various forms of protection are still relevant in the new world, especially when it comes to the amount of pension commencement lump sum (PCLS) that can be taken.

  • Martin Tilley: How education can tackle pension scams

    The dark reality of pension scams is that we don’t really know how common they are. Fraud is a crime which tends to have low reporting events and with pension scams, it’s no different. The emotional toll can be as large as the financial, with some people being too embarrassed to report that they have been the victim of a scam.

  • 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.

Latest News

The government has revealed details of the Pensions Review promised in the Labour manifesto which is likely to see “significant legislative changes across the pensions landscape in the next 12 months”, according to former pensions minister Steve Webb.

Adviser platform Nucleus has appointed two new platform directors to support the launch of a new retirement platform for Financial Planners.

The private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has been delayed by a month due to delays in getting approval by the Government due to national security.

London-based IFA firm Donre Advisory Limited (FRN 513993), which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary, has gone into liquidation two months after the FCA imposed restriction on its business activities.

Some 2.8 million over 50s in the UK have returned to work after being previously retired, according to new research from Legal & General.

The Government has been urged to announce a Pensions Bill during the King’s speech at the state opening of Parliament tomorrow.

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