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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.

  • 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: 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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Latest News
Half of UK adults think investing in property is the method of saving for retirement that makes the most of their money, according to an Office for National Statistics report.

A proposed shakeup of FCA guidance on DB pensions advice will make transfers ‘harder to justify’ and ‘more demanding’, an adviser firm claims.

Curtis Banks Group’s communications boss has been added to the board of Suffolk Life after a ten-year stint working for the firm.

Greg Kingston has been appointed in the role of marketing & communications director.

The FCA has revealed plans for changes on DB transfer advice this morning, including scrapping guidance that the adviser should start from the assumption that a transfer will be unsuitable.

Two Sipp firms have reported profits in their latest results, with one returning to growth after two years of losses.

Total SIPP sales for the first quarter of 2017 surged by 25% with inflows of £3bn, an increase of 16.6% on Q4 2016, according to data from Equifax Touchstone.

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