Bookmark Us

Latest Blogs

  • 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.

  • Tilley: Rebooting the FOS makes sense

    I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.

  • 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.

  • Lisa Webster: Beware IHT and pensions double taxation

    One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.

Popular News

Latest News

The FCA has revealed that its Consumer Duty priorities for the coming months will include looking at targeted support for pension savers.

Older people are less prepared for retirement shocks such as ill-health, relationship woes, or urgent financial support needs from their wider family, according to new research.

Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new FOI data has revealed.

Advised platform customers rose 8% for AJ Bell to pass 171,000 for the year ended 30 September (30 September 2023: 159,000).

Life expectancy between 2021 and 2023 decreased across the UK, according to the latest data from the Office for National Statistics.

Spanish-owned bank Santander has launched an online SIPP, as it targets the pre-retirement market.

Subscriber Login

Please log-in or register to read site content