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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.

Popular News

Latest News
Firms are now obliged to inform consumers how much they could gain from shopping around for annuities under new rules which take effect this week.

Barnett Waddingham, the pensions and employee pensions firm, has appointed its first managing partner.

The FCA is proposing to retain a wider-scale public register of advisers and others working at financial services firms, it announced this morning.

Life insurance consolidator Phoenix Group has swooped on Standard Life Assurance and plans to buy the business for £3.2bn with owner Standard Life Aberdeen taking a 20% stake in Phoenix.

AJ Bell, the rapidly growing platform and Sipp provider, had declined to comment on reports it is planning to float on the stock market.

Some 17% of financial advisers have changed their preferred platform in the last 12 months as dissatisfaction with service levels grows.

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