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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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Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, according to a new study.

Changes to salary sacrifice would cause confusion, reduce benefits to employees, and disincentivise pension savings, The Society of Pension Professionals has warned.

Dan Olley, CEO of Hargreaves Lansdown, is to leave the firm less than two years after taking up the helm.

The Upper Tribunal has upheld a ban on two "reckless" financial advisers who were involved in 1,470 mostly 'flawed' pension transfers worth over £392m.

Central Markets Investment Management (CMIM) Limited (FRN: 475828) has been declared in default by the Financial Services Compensation Scheme (FSCS).

Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.

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