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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.

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A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers. 

IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.

A document, released under freedom of information laws, has shown The Pensions Regulator has called on pension schemes to cut transfer values.

Rowanmoor Executive Pensions has revealed a 214% increase in profitability and a 7% increase in client numbers, according to its latest figures.

Platforms and pensions consultancy the lang cat, has hit out at direct investment charging structures, which it says leave investors with “all the pieces of a jigsaw puzzle but no clear picture of what the finished version should look like.”   

A Chartered and Certified Financial Planner with more than 30 years in the profession has penned a book revealing the untold story of the truth about investment funds.

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