Latest Blogs
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Tilley: Let’s end the SIPP vs SSAS debate for good
As you might know from my previous columns on SIPPs Professional, I am, and have been for some time, a huge advocate for Small Self-Administered Schemes (SSAS).
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Lisa Webster: Pre-Budget withdrawals are spiking again
Ever since “tax-free cash” changed its official name to “pension commencement lump sum” back in 2006 there have been pre-Budget rumours that it was going to change – and not for the better.
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Tilley: Will Pensions Dashboards be a missed opportunity?
I can’t be alone in thinking that the recent House of Lords committee sessions on the Finance Bill and, in particular, discussion on bringing unused pension pots into scope for inheritance tax (IHT) made for interesting viewing.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
Popular News
The aggregate surplus of UK pension schemes against long-term funding targets remained extremely positive at £189bn at the end of June, up £26bn compared to the end of June 2024.
Complaints to the Financial Ombudsman soared by over 50% during the past year to top 305,000 - driven in large part by claims from professional representatives, including claims management companies.
The Financial Services Compensation Scheme says that a surge in complaints about SIPPs over the past year was one of the "main drivers" of a growth in complaints, according to its annual report.
The Financial Conduct Authority is expecting to have spent over £5.5m on its advice guidance boundary review by April 2026.
The FCA has today published its proposals on ‘targeted support’ which would allow firms to make financial guidance suggestions to groups of consumers with 'common characteristics'.
Pension transfer value fell to a new month-end low in May, the third consecutive monthly record.