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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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Two directors at Sipp provider Taylor Patterson have qualified as Chartered Financial Planners.

Sipp provider James Hay has announced Iain Tait will join its board of directors.

The average annual income needed for a comfortable retirement is £25,783, according to Towry.

Sipp provider Suffolk Life has acquired the Sipp business of Origen Investment Services.

James Hay has seen a 125 per cent rise in new sales in Q1 2013, according to its Q1 results.

Suffolk Life has acquired the Sipps book of Leeds-based wealth management firm Pearson Jones Plc.

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