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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
Pension liberation fraud has been named the hot topic of 2013 in The Pensions Regulator's annual review.

A Sipps specialist has warned that failing to make clients aware of options to protect their pensions against significant tax charges could haunt them in future.

Three men have been banned from working in the financial services industry for "disgraceful failings" after £4m in commission was generated from moving investments unnecessarily.

More than 2m workers have begun saving into a workplace pensions scheme as a result of automatic enrolment but 3m are missing out on auto enrolment for a variety of reasons.

The GAD rate for January 2014 has been announced as 3.25% - up from 3% - a move which will help people using income drawdown, says LV=.

Advisers will be forced to re-evaluate their choice of administrator following Capita's exit from Sipp and SSAS administration, Talbot & Muir says.

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