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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.

  • Tilley: Is the age 75 trigger date now irrelevant?

    Age 75 has been an important milestone in pension rules since A day in 2006. It was the latest age at which a compulsory annuity purchase was required (prior to Pensions Freedoms). It's arguably it’s long been an arbitrary line in the sand, noting that life expectancy has been on the increase for the last 20 years, but this trigger age has remained unchanged.

Latest News

Under a third of pensions professionals believe pension dashboards will be of use by 2025.

SIPP provider Dentons Pensions has reported a 55% rise in new SIPPs business pushing its total number of schemes above 7,800.

Debbie Seaton and Nathan Bridgeman have launched a new SSAS provider, SeaBridge SSAS.

Defined benefit pension transfer values held up close to their record high for most of September but slipped in the last 10 days of the month due to a sharp increase in government bond yields.

The Financial Ombudsman Service (FOS) has upheld two complaints about Integrity IFA’s advice involving unregulated investments in SIPPs and scolded the advice firm for ignoring both clients and the ombudsman.

UK consumers over the age of 55 are less confident in being able to find a paid job than they were before the Coronavirus pandemic, according to new research.

More than half of the over 55s surveyed by Just Group did not believe they would be able to find a paid job, and only one in five who would like to work were confident they could find paid employment.

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