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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.

  • 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.

  • 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.

  • 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.

  • 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.

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AJ Bell says its 172,000 customers will be offered ‘exclusive’ access to an Initial Public Offering of shares in the business.

The Ombudsman has ruled that an adviser must compensate a client who lost nearly £30k through an unsecured Sipp loan.

Advisers’ calls for an income option in AJ Bell’s Managed Portfolio Service has prompted the company to launch four new portfolios.

The long-awaited ban on pensions cold calling may come into effect this year as early as June after the government committed to legislation to introduce the measure.

The first Spring Statement will be delivered by the Chancellor a week from today on 13 March, replacing the traditional March Budget.

Savers could be in line for a pension pot boost of as much as 30% this year with further rises on the way, new analysis by Aviva has shown.

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