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.
There are now nearly 612,000 people aged 90 or over living in the UK, with the number heading upwards, according to analysis of official figures from retirement specialist Just Group.
Only 60% of professional investors are prepared financially for longer life cycles, with a high proportion, 40%, highlighting a lack of preparedness.
Savers continue to face unnecessary delays when transferring their pensions, with the latest data revealing that some transfers take more than two months to complete.
From 6 April, the state pension will increase by 4.1%, as calculated by the ‘triple lock’, and so above the latest inflation figure of 2.8%.
Industry collaboration fintech Origo’s newly-launched Unipass Transfer Tracking service has seen more than 10,000 pension transfers searched for by advisers since it went live on Monday 3 March.
AJ Bell has agreed to sell its Platinum SIPP and SSAS business to InvestAcc Group for £25m, with the deal expected to complete in the second half of this year.





