Latest Blogs
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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.
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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.
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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.
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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.
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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
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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.
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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.
Wealthy clients are increasingly seeking advice on inheritance tax and estate planning amid growing speculation ahead of the Autumn Budget, according to wealth manager Rathbones.
Wealth manager trade body Pimfa has called for a clear tax road map to stem the tide of people accessing their tax-free pension cash because of speculation and headlines.
Group revenues more than doubled to £6m for InvestAcc for the six months ended 30 June (H2 2024: £2.5m).
Aviva, L&G and Standard Life have pledged their support to the first national Annuity Day, due to take place on 21 October.
Almost a fifth, 17%, of UK adults aged 55 or over, have never checked their pension, according to new research.
The proportion of savers accessing a pension for the first time using regulated advice has fallen to less than a third according to the latest FCA figures.





