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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FCA survey reveals 15% fall in adviser firms
The number of adviser firms has fallen by 15% since 2021 although the number of advisers overall has remained steady at 31,000.
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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.
SIPP provider iPensions Group has launched a new service enabling Irish expatriates and people with Irish pension benefits to consolidate Irish, UK or other overseas pension benefits into a SIPP with the launch of a new Irish Transfer service.
Those aged 55-64 are at risk of exhausting their retirement savings early and are not adequately planning for their retirement, according to new research.
The Financial Ombudsman Scheme is planning to cut 150 jobs, including management positions, due mainly to a rapid decline in PPI work follow the ending of PPI claims to the Ombudsman.
Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.
Flat fee investment platform Interactive Investor (ii) is to acquire acquire the direct-to-consumer retail customer book of rival EQi for up to £48.5m.
Financial Planning firm Truinvest - set up by two ex-Mattioli Woods colleagues - has acquired two adviser firms to add to the two it acquired last year.





