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 £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved a little closer this week after receiving approval from the FCA.
Pension and investments provider Aegon has launched a client reporting tool for Financial Planners and advisers to use across the firm’s Retirement Choice and One Retirement platforms.
DB pension transfer activity increased ‘marginally’ in May - reversing a downward trend - with transfer values remaining stable, according to the latest XPS Pensions monthly transfer report.
Invesco has launched a retirement-income focused fund of funds within its Summit range.
While overall pension transfer volumes have been increasing, transfer times have been decreasing, according to new data published by fintech Origo.
The FCA has provisionally decided to ban and fine three individuals who were involved in running SVS Securities Plc, a discretionary fund manager which ran a SIPP and went into administration five years ago.