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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
A group of experienced Financial Planners and financial professionals has today launched a new business which will help advisers and planners boost their business in the Auto Enrolment pensions market.

Pensions Consultants at Broadstone Corporate Benefits have praised HMRC for starting to take positive steps to address the problem of pension liberation schemes but say more is still to be done.

Sipp and SSAS provider Rowanmoor has welcomed the move announced this week by HM Revenue & Customs to change the process for registering pension schemes.

James Hay Partnership has announced a raft of senior management appointments and changes.

AJ Bell has launched a new 'Infocentre' on its Sippcentre platform providing a "one-stop shop" for advisers seeking market, technical and educational information.

Rowanmoor, the SSAS provider and Sipp and Family Sipp operator, has welcomed four new members to its Graduate Training Scheme: Lydia Hunt, Laurence Rafferty, Mark Meatcher and Steve Beaven.

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