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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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New FCA data has revealed that misleading financial promotions by authorised firms more than doubled from 207 in 2020 to 564 in 2021.

SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.

SIPP provider Corporate & Professional Pensions Limited has entered into administration following a number of complaints upheld by the Financial Ombudsman Service on pension transfers.

Lloyds Banking Group has completed its acquisition of retirement and wealth management firm Embark Group.

Men are almost twice as likely to be at serious risk of pension transfer fraud than women, according to a new report.

Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.

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