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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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IFG Group, the owners of James Hay Partnership, an IFP sponsor, says it is investing in IT and service enhancements for the James Hay wrap platform as well as reducing charges for new and existing clients.

The Financial Services Authority has published new guidance today which may mean advisers will be less able to recommend a pension transfer.

Financial advisers are expecting a surge in business from retirees as economic circumstances mean financial plans are requiring changes, according to MetLife.

Ashcourt Rowan Asset Management has appointed Toni Meadows as its chief investment officer.

Institute of Financial Planning sponsor Hornbuckle Mitchell has appointed Alex Footman as its new marketing manager.

Sipp and Ssas provider Hornbuckle Mitchell, an IFP sponsor, says it would welcome the HMRC introducing a "cap and collar" on Government Actuary rates to provide better retirement projections.

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