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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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Talbot & Muir has added a fifth Discretionary Fund Manager option to its new Simple Retirement Account (SRA).

Personal Touch Financial Services has announced the Sipp and other providers it has selected for its new restricted advice wealth management service for consumers.

One in five couples over the age of 40 have not discussed retirement plans in the last five years and many prefer to keep finances separate, according to a new study.

Barnett Waddingham has launched a website to support its new packaged auto-enrolment solution "A>E".

James Hay Partnership has reported opening a record 4,220 new SIPPs this year in its latest interim statement covering January to October.

Taylor Patterson, a Preston-based Financial Planning group and Sipp and SSAS provider, has revamped its brand image this week with a relaunched website.

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