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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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Suffolk Life has noted the increase in advisers using multiple discretionary management firms on its SimSipp.

Rowanmoor says it is seeing an increasing demand for SSASs as advisers explore new options for small business owners.

James Hay has seen revenue decrease from £18.7m in the first half of 2012 to £18.2m in the first half of 2013.

RDR created "massive opportunities" for Mattioli Woods as it saw revenue increase by 14.3 per cent to £23.4m.

MC Trustees is concerned about the popularity of so-called esoteric investments and their impact on investors and Sipp providers.

The Financial Services Compensation Scheme is considering whether it will be involved in compensation for clients of HD Administrators.

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