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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
Fewer than one in four over-50s who have paid off their mortgage use the extra cash they save to boost retirement savings, according to new research.

Research carried out for wealth manager St James’s Place by The Wisdom Council reveals that only 49% of UK adults understood the pension changes implemented in 2015 and the impact on their choices at retirement.

Members of the British Bankers Association the BBA have voted to merge with three other bodies to form a new trade association for the finance sector which aims to improve trust in financial services.



The Chartered Insurance Institute (and its PFS arm) have voiced its support for the provision of public financial guidance in response to proposals from the Treasury.

Origo has signed another seven SIPP providers to the Options Transfers service in the space of four months, it says.

The Royal Mint has made Royal Mint gold bullion eligible for holding in SIPPS and SSASs.

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