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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
Suffolk Life has appointed Jane Ridgley as new operations director and expanded Greg Kingston's marketing role.

Fidelity Worldwide Investment is offering a one per cent cashback deal on transfers into the new Fidelity Sipp.

LV= has added five Blackrock funds to its LV= Sipp in response to adviser demand.

British retirees living abroad and claiming a UK State Pension could see their pensions hit if the pound is devalued.

Graham Bentley has been appointed as interim head of fund group relations at AXA Wealth.

Financial advisers and providers are divided between the most important factors for choosing a Sipp firm.

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