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
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Female SIPP millionaires up by 31% in one year
The number of female SIPP millionaires at platform and investment provider Hargreaves Lansdown rose by 31% in 2025 compared to a 16% rise for male investors.
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Sheffield wealth manager fails after pension claims
Sheffield wealth manager Green Wealth Management Limited (FRN: 729066) has been declared in default by the Financial Services Compensation Scheme after being unable to meet claims against it.
The government-backed pension advisory Pension Wise says its users are more likely to use a financial adviser after taking guidance from the service.
Platform and SIPP firm Transact has added a number of new or enhanced features as it prepares for a new round of price cuts.
Platform and SIPP operators AJ Bell and Transact have reported strong trading in the most recent quarter. Both recently floated on the stock exchange.
Many advisers are failing to provide pension transfer advice of an "acceptable standard" says the FCA which is to scrutinise the harm to consumers from advisers who levy ‘excessive fees and charges.’
More than 30 financial advisory firms have quit the pension transfer advice market in the past three months after struggling to find professional indemnity insurance cover, the Personal Finance Society has said.
December was the fourth month in a row where pension transfer values monitored by XPS fell, although the number of people making a transfer rose.