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.
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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.
Popular News
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TPR warns of rise in attempts to 'steal' pensions
The Pensions Regulator (TPR) has warned that fraudsters are increasingly trying to impersonate pension savers to steal their pensions.
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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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FCA green lights sale of troubled WH Ireland
The FCA has approved the takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc.
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53% of advised clients worrying about tax
More than half of advised clients (53%) say they are more worried about tax concerns than they were a year ago, according to a new survey of advised clients.
The aggregate surplus of DB pension schemes fell to £215.5bn at the end of March, according to the latest Pension Protection Fund (PPF) 7800 Index.
Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.
The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).
The Financial Services Compensation Scheme has declared two financial adviser firms in default this week after receiving a growing number of claims from ex-clients.
Financial Planners are seeing an influx of questions around the new pension scheme returns format required for small self-administered schemes (SSAS), according to a new report.
Almost one in five (17%) of Britons only have the State Pension to rely on for income in retirement, according to a new report.