Latest Blogs
-
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
-
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.
-
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 SIPP market has grown strongly in the past year with a record 6m+ SIPPs in force and £650bn invested, according to MoretoSIPPs, the specialist consultancy headed by SIPP industry veteran John Moret.
SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.
More than a third of people aged 60 to 78 have no plans for their tax-free cash, meaning they are risking a knee-jerk reaction to Budget rumours they could regret.
A fifth of HNWs aged 55 and over, 19%, are unaware that unused private pensions will be liable for inheritance tax from April 2027.
The State Pension age (SPA) should only be increased if there is a corresponding rise in healthy life expectancy, according to trade body Pensions UK.
Investment platform and SIPP provider AJ Bell has reported 6% growth in advised customer numbers (year on year) to 182,000 for the three months ended 30 September.





