Latest Blogs
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Tilley: Will IHT reforms really threaten pension saving?
The Government’s decision to bring most unused pension funds and lump sum death benefits within the scope of inheritance tax (IHT) from 6 April 2027 has provoked widespread criticism from across the pensions industry. Providers, advisers and trade bodies have warned that the change risks undermining confidence in pension saving and damaging long term retirement provision.
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Lisa Webster: Charity giving from pensions
I’m sure many of you reading this on SIPPs Professional will have had more than a few conversations with clients about estate planning – especially considering the news that pensions are to be included in the value of the estate for IHT purposes from April 2027.
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Lisa Webster: Salary sacrifice cap will hit some hard
The headline story from Budget 2025 - in the pension world at least - was the plan to cap National Insurance relief for pension contributions paid through salary sacrifice at £2,000 a year.
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Lisa Webster: Pension age uncertainty lingers on
We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.
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Tilley: Rebooting the FOS makes sense
I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.
Popular News
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SIPP provider Heritage declared in default
The Financial Services Compensation Scheme has declared SIPP provider Heritage Pensions Limited (FRN 475096) in default three years after the firm went into liquidation.
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39% lack confidence about pension planning
Almost two in five, 39%, of people lack confidence with pension planning, while nearly half, 48%, said they don’t feel confident investing, according to a new study.
The Financial Conduct Authority has reassured Hartley Pensions clients following a letter sent by the joint administrators over the unauthorised movement of monies from their SIPPs by Hartley.
The Financial Conduct Authority (FCA) has delayed its plans to apply sustainability disclosure requirements (SDR) to portfolio managers.
Almost half, 48%, of over-50s are unfamiliar with what lifetime annuities are and how they compare to other annuity products.
The Pensions Regulator (TPR) said it expects DB schemes to switch their focus to ‘endgame planning’ from deficit recovery.
Defined benefit pension value has fallen to its lowest rate since the XPS Group’s Transfer Watch was established in 2018.
Total advised customers for investment and SIPP platform AJ Bell rose 7% year-on-year to 177,000 in the first quarter.





