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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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According to the 2013 edition of Pension Markets in Focus, pension fund assets achieved high returns in almost all OECD countries in 2012, with a real return greater than 5% in 18 countries.

The author who claims to be the UK's first Isa millionaire, Lord Lee, has written a 'financial autobiography' revealing his investment methods and philosophy.

Financial services firm True Potential Investments LLP says it has backed Government plans to reduce annual pension fees with the launch of a new pension product which claims to have no annual charges or transfer fees.

Brooks Macdonald Asset Management, the specialist investment manager, is forming a "strategic alliance" with FB Wealth Management – a Humberside IFA firm.

Towers Watson has warned that pension schemes could be made to finance the European body of pension supervisors under plans being considered in the European Parliament.

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.

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