Bookmark Us

Latest Blogs

  • 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.

Popular News

  • 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.

  • Pension trustee and administration specialist Alltrust has launched a premium self-invested pension designed for high-net-worth individuals, experienced investors and the IFAs and wealth managers who advise them.

  • Sheffield wealth manager Green Wealth Management Limited (FRN: 729066) has been declared in default by the Financial Services Compensation Scheme after being unable to meet claims against it.

  • 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.

Latest News
The government may soon give individuals approaching retirement an estimate of their life expectancy to help with retirement planning, according to reports.

The FCA has banned two partners at a Welsh firm of financial advisers for their role in a £112m Sipp-based investment strategy that saw nearly 2,000 of their customers advised to invest in high risk investments such as diamonds and overseas property via a Sipp.

Research examining people's views of the radical overhaul in pensions announced in the Budget found just over a quarter would seek help from financial advisers about their retirement plans.

A retirement planning expert has said it is premature to believe that the overhaul in the pensions system means the the death of annuities.

The UK annuities market could decline by up to 75% after the recently announced changes to compulsory annuity purchase come into effect, according to PwC analysis supported by a new consumer survey.

Zurich has decided to extend its family-linking facility on its retail platform which includes trustee investment from Sipps and SSAS.

Subscriber Login

Please log-in or register to read site content