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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
Sipps and investment provider Hargreaves Lansdown says that the latest thematic review of the Sipps sector, announced this week, is a 'push' towards larger providers but not a 'direct attack' on smaller operators.

Barnett Waddingham's head of Sipp business development, Andy Leggett, says the FCA's latest guide for Sipps operators - FG13/8 - needs to be taken seriously by the advisers when it comes to due diligence.

Sipp provider Talbot & Muir has provided more details of its new 'simple' Sipp product aimed, it says, at removing the complexity associated with some self-invested pension schemes.

Barnett Waddingham's compliance officer Zoe Smith has joined the committee for the Association of Member-directed Pension Schemes (AMPS).

AMPS chairman Andrew Roberts, who blogs regularly for Sipps Professional, has stepped down from his role as chairman as he previewed in his September blog.

Hargreaves Lansdown research claims that £5 billion of company pension contributions are being wasted and that employers think they deserve more credit for implementing auto-enrolment.

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