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: 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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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.
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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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Lisa Webster: Beware IHT and pensions double taxation
One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.
Popular News
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Massive ‘concentration of power’ in DC pension market
There’s a massive concentration of power in occupational pensions with less than 50 people controlling more than half the money, according to former Pensions Minister Steve Webb.
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3 in 10 business owners have no pension
Three in 10 business owners do not have a pension independent of their business, according to new research.
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Surge in DC lump sum withdrawals around Budget
There were surges in lump sum withdrawals from private sector DC pensions in Autumn 2024 and 2025 as savers acted in anticipation of rumoured Budget changes.
The Pensions Management Institute (PMI) and the Society of Pension Professionals (SPP) have today issued a united call for improvements to the Pension Schemes Bill.
SSAS administration and integrated professional services provider WBR Group has made two key promotions to strengthen its technical and proposition capabilities, it said.
Financial Planners at wealth manager Rathbones have reported a surge in client queries about estate planning amid concerns of possible changes to the IHT regime in the forthcoming Budget.
People who expect to rent during retirement could need an additional £398,000 in savings compared to those with no housing costs.
Only 27% of people said they were not reliant on their partner’s pension, according to new research.
New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.





