Latest Blogs
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Tilley: Let’s end the SIPP vs SSAS debate for good
As you might know from my previous columns on SIPPs Professional, I am, and have been for some time, a huge advocate for Small Self-Administered Schemes (SSAS).
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Lisa Webster: Pre-Budget withdrawals are spiking again
Ever since “tax-free cash” changed its official name to “pension commencement lump sum” back in 2006 there have been pre-Budget rumours that it was going to change – and not for the better.
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Tilley: Will Pensions Dashboards be a missed opportunity?
I can’t be alone in thinking that the recent House of Lords committee sessions on the Finance Bill and, in particular, discussion on bringing unused pension pots into scope for inheritance tax (IHT) made for interesting viewing.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
Popular News
The FCA confirmed this week that its requirement for regulated firms to have ‘Consumer Duty Champions’ has been axed.
Retirement sales at Aviva jumped by a third last year to £9.4bn, up from £7.1bn in 2023, the company said in its annual results published today.
The Pensions Policy Institute (PPI) has warned policymakers and the pensions industry to adapt to help gen Z’s retirement prospects which will be hit by their ‘unique’ financial pressures.
Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.
Failed West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.
Four providers accounted for over two thirds of all personal pension recommendations from financial advisers using Defaqto’s Engage software in 2024.