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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
Fewer than half (46 per cent) of couples over the age of 40 in the UK have made arrangements to ensure that one partner will continue to receive a retirement income after the other dies.

Aviva is demanding stricter rules on pension transfers to stop the "spiralling number of people being persuaded by fraudsters" to access their retirement savings early.

Award-winning Financial Planner Emma Hall is set to join Clifton Wealth in Bristol and apply her skills to the personal investment, income drawdown and inheritance tax sectors.

The majority of over-45s in the UK expect to retire with at least £490,990 in assets, according to research from equity release provider Partnership.

Hargeaves Lansdown says the DWP is right to consult on a charge cap on workplace pensions and changes should be made, particularly on older schemes.

Andy Bell, chief executive of platform and pension provider AJ Bell, has urged the Government to carry out a fundamental review of pension rules to restore consumer confidence.

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