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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.

  • 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.

  • 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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Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.

The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.

The Financial Services Compensation Scheme is expecting a £9.5m fall in the cost of claims in its current financial year due to an overall reduction in the number of complaints.

The Financial Ombudsman Service (FOS) said today it expects to receive 188,000 cases in 2026/27, while resolving 245,000 cases.

The years of huge compensation payouts for pension transfer redress look to be easing after the latest Broadstone DB Redress Tracker revealed DB pension transfer compensation remained nil in the majority of cases in 2025.

Despite a tangle of regulators, pension scandals like Hartley expose a glaring truth - when savers need urgent protection, the government stands powerless.

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