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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
People set to retire this year will be spending £3,000 per year on average helping family members who are struggling financially.

Rowanmoor, the independent SSAS provider and bespoke Sipp and Family Pension Trust operator, has announced a series of seminars in the spring for financial advisers.

James Hay, the Sipps and platform specialist, has updated its Modular iSIPP by extending the switch on/switch off approach to non-pension wrappers.

Retirees will be forced to seek higher risk investments in future because of low Bank of England base rates, believes the head of a global financial advisory firm.

Neil Woodford's successor at Invesco Perpetual will be one of the headline speakers at AJ Bell's 2014 conference.

Retirement planning advisers have told how regulation is their overriding fear in the wake of RDR.

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