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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
The government has introduce a second finance bill today which will reinstate many of the changes delayed before the general election, including the MPAA cut which is back-dated to April.

Momentum Pensions, the SIPP, SSAS and QROPS provider, is considering making strategic acquisitions of SIPP rivals, it says, as it builds up for further growth.

Mattioli Woods, the wealth management, SIPPs and employee benefits business, has build up a substantiall cash pile of £23m which it may use to fund further acquisitions, is says.  

Curtis Banks Group, one of the UK’s biggest SIPP providers, has announced an 85% increase in pre-tax operating profits to £5m and a 98% increase in operating revenue to £21.4m for the first half of the year.

Fast growing Sipp and SSAS provider Curtis Banks is considering axing its Market Harborough office, acquired when the firm bought Pointon York's Sipp business.

SIPP and platform provider James Hay has seen revenues drop by £1.4m, in disappointing results for the first half of the year.

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