Regulation

Whenever I start writing about what the industry calls ‘the advice/guidance boundary’, I remind myself of when I was editor of Moneywise magazine back in 2015. A reader, Mark, took us up...

There are “serious concerns” among the pension industry on the timescales being proposed for beneficiaries to pay inheritance tax on pensions. This issues has been raised by the Society of Pension Professionals...

Reform UK has started to engage directly with pensions industry leaders about its investment and retirement policy agenda, in a move seen as part of the party’s broader strategy to position itself...

Over half all of complaints from pension scheme members are related to administration issues, according to new research from Sackers.  The specialist pension law firm said 54 per cent of member complaints...

HMRC and the Financial Conduct Authority have issued co-ordinated statements clarifying that 30-day ‘cooling off’ cancellation rules may not apply to savers taking tax-free cash from pensions. This comes amid speculation that...

The Pensions Regulator’s chief executive Nausicaa Delfas has been appointed as a non-executive director of The Centre for Finance, Innovation and Technology (CFIT). CFIT seeks to unlock the barriers to growth in...

The proportion of people seeking advice before accessing their pension for the first time has fallen again, according to the latest data from the Financial Conduct Authority.  These figures show that of...

A House of Lords committee will scrutinise current plans to include pensions in inheritance tax calculations.  As part of this process the House of Lords Finance Bill sub-committee has launched a call...

There has been a surge in the number of people accessing higher value pension pots in the past tax year, amid changes to pensions IHT rules and speculation about Budget tax raids....

  For professionals in the financial services sector, the boundary between work and personal life is becoming increasingly porous. The recent media storm around a seemingly innocuous cuddle at a Coldplay concert...