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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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More than one in ten retirees spend less than an hour arranging their retirement plan, a survey has shown.

Wealth management firm Westbury Private Clients has launched a new Sipps package, which it claims is the first of its kind.

The pre-tax profits of Mattioli Woods rose by 13.5% to £2.86m in the six months to November 2013.

Financial Planners have been warned about failing to grab the opportunity to capitalise on the mass of medium sized businesses in need of auto-enrolment schemes.

More than 5,000 companies have told the Pensions Regulator they have met their auto-enrolment duties.

Suffolk Life has launched a bypass trust for all its Sipps to cut out possible inheritance tax risks.

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