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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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.
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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.
Wealth manager and SIPP provider Mattioli Woods is hunting for more acquisitions despite reporting a drop in profits .
STAR, the cross-industry transfer initiative, is to roll out an accreditation scheme which will award bronze, silver or gold grades to providers based on their ability to transfer clients to other providers smoothly and quickly.
London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.
Financial Planners have backed plans announced by the FCA in its sweeping Consumer Investments strategy released yesterday to tackle consumer investment 'harm'.
The FCA has promised to reduce the FSCA levy from 2025 by 10% a year - but only if it can reduce the number of consumers being harmed by rogue financial services companies.
STM Group, the international financial services provider which owns SIPP firm Carey Pensions, has reported a drop in revenue and profit for the first six months of the year.