Latest Blogs
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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.
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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.
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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.
Popular News
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60,000 claimed a pension tax refund last year
New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.
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Most people reliant on their partner’s pension
Only 27% of people said they were not reliant on their partner’s pension, according to new research.
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Cost of renting in retirement rises to £398,000
People who expect to rent during retirement could need an additional £398,000 in savings compared to those with no housing costs.
Pensions could become more like a bank account into which different employers have to pay, under a shake-up expected in the Autumn Statement.
Average annuity rates climbed to 7.25% for a 65-year-old in September, up from 7.11% in June, according to the Standard Life Annuity Rate Tracker.
XPS Pensions Group has completed the £42.5m sale of XPS Pensions (Nexus) Limited, principal employer and scheme funder of the National Pensions Trust (NPT), to SEI.
Two out of five married couples are keeping their families in the dark when it comes to their plans for passing on wealth, new research suggests.
New research suggests that 43% of advised clients expect to work past standard retirement age and 29% are actively considering retiring overseas.
The FCA has secured a Restraint Order under the Proceeds of Crime Act 2002 against collapsed Newcastle-based wealth manager WealthTek, a parent company to a SSAS and SIPP investments provider.