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.
Popular News
The Government is consulting on proposals to bring forward the rise in the State Pension Age to 68 from 2044 to 2037 resulting in millions being forced to wait longer for the state pension.
SIPP provider iPensions Group has acquired the business assets of closed SIPP firm Forthplus Pensions.
The takeover of wealth manager and SIPP provider Charles Stanley by US-owned rival Raymond James has been pushed back a month due to delays in securing FCA approval.
The FCA is to consult on introducing a sweeping new Consumer Duty which will require firms to do more to protect consumers from harm and bad financial decisions.
The FCA has launched a major review of the funding of the Financial Services Compensation Scheme due to soaring costs, including rising SIPP claims.
The FCA is consulting on plans to significantly strengthen regulation of appointed representatives (ARs) after analysis showed firms employing appointed reps suffered four times as many complaints as firms not using appointed reps.