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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

Close Brothers Asset Management has become a standalone new wealth manager with a new name of TrinityBridge.

The Financial Services Compensation Scheme (FSCS) has today appointed interim CEO Martyn Beauchamp as its permanent CEO.

Fund manager and financial provider Abrdn is reverting to the Aberdeen brand it ditched four years ago and dropping its vowel-free name.

The number of complaints received by the Financial Ombudsman Service climbed by more than 40% in the last three months of 2024.

The FCA confirmed this week that its requirement for regulated firms to have ‘Consumer Duty Champions’ has been axed.

Retirement sales at Aviva jumped by a third last year to £9.4bn, up from £7.1bn in 2023, the company said in its annual results published today.

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