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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
Sipp provider Barnett Waddingham has added Brewin Dolphin, Charles Stanley and Rowan Dartington to its discretionary fund management (DFM) panel for its Sipp members.



The Government's Law Commission has published a consultation paper reviewing the "fiduciary duties" that apply to investment intermediaries following the Kay Review.

HM Revenue & Customs says it is taking steps to tackle the increasingly sophisticated models being used by so-called pension liberation companies.

A Sipp scheme was used by two Surrey-based investments advisers who have have been fined a total of £885,000 and been banned by the FCA from holding any position at a financial firm.

The Association of Member-Directed Pension Schemes (AMPS) - the Sipps and SSAS providers' body - has appointed James Hay's head of technical support Neil MacGillivray as chairman.

The Prince of Wales has urged the pensions industry to move away from "quarterly capitalism" towards longer term investment values to secure the future for pensions and the environment.

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