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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.

  • 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.

Latest News
AXA Wealth is expected to enhance its Sipp offering later this year after posting strong results for the first half of 2013 today.

Sipp provider AJ Bell has partnered with Lancashire County Cricket Club in the run-up to the third Ashes Test Match.

Former Skandia marketing director Nick Dixon has been appointed as investment director at Aegon UK.

Sipp provider Suffolk Life has called on planners and their clients to consider fixed and individual protection for 2014 as early as possible.

Sipp provider and wealth manager Mattioli Woods plc has acquired the entire share capital of Thoroughbred Wealth Management and its subsidiary Atkinson Bolton Consulting.

Helen Keays has announced she is to step down from the board of Mattioli Woods.

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