Latest Blogs
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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.
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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.
Popular News
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IHT on unused pensions pre-55 ‘unbelievably unfair’
Plans to make the unused pension pots of people who die before the minimum pension age subject to inheritance tax, have been termed ‘unfair’ by SSAS provider the WBR Group.
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Pension saving strong but gender gap remains an issue
Pension savers have maintained strong contribution levels in the first half of 2025, sustaining the record momentum seen in 2024, according to new analysis of their own customers by PensionBee.
There has been a surge in advisers becoming automatic enrolment specialists, according to a savings organisation, as the scheme reaches its second anniversary today.
A complaint about a pension firm's failings, which began when a transfer to a Sipp was made, has been upheld by the Pensions Ombudsman.
Change is afoot in AXA Wealth's Sipp department with its section head leaving the firm and a new product launching.
A tax problem means Standard Life Sipp investors in the suspended ARM life settlement fund face an even greater wait for their Catalyst compensation to be handed over.
Two Sipps firms have strongly backed the move to consign the 'death tax' on pensions to the rubbish bin today, with one director saying it reaffirms the rebirth of the system.
A Financial Planning firm has hit out at the costs facing advisers to fund the new retirement service pledged by the Government in the Budget, labelling it the 'guidance tax'.