Latest Blogs
-
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.
-
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.
-
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
-
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.
-
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 Conservative General Election triumph means the much delayed Pensions Bill is likely to be back in Parliament soon, according to a number of financial services experts.
The number of Defined Benefit (DB) transfers fell in November as transfer values also slipped, according to the latest XPS Transfer Watch.
Transact has added an integration facility to allow users of the third party Timeline pension app to import Transact client portfolio data to help with pension drawdown planning.
Standard Life Wrap, the adviser platform, is to to cut some SIPP charges in a move to simplify and reduce charges overall for using its platform.
XPS Pensions Group has signed up to support the Valuable 500, a global movement which puts ‘disability inclusion’ on the business leadership agenda.
A total of 546 firms have admitted making errors in their MiFID II transaction reporting to the FCA since the new regime began two years ago, according to a study out today.