Latest Blogs
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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.
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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.
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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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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.
Popular News
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TPR warns of rise in attempts to 'steal' pensions
The Pensions Regulator (TPR) has warned that fraudsters are increasingly trying to impersonate pension savers to steal their pensions.
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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.
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FCA green lights sale of troubled WH Ireland
The FCA has approved the takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc.
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53% of advised clients worrying about tax
More than half of advised clients (53%) say they are more worried about tax concerns than they were a year ago, according to a new survey of advised clients.
A quarter (25%) of financial advisers are working with clients to release funds to help adult children, according to a new report.
Adviser platform and SIPP provider Nucleus has expanded its advisory board by appointing appointed NextWealth founder Heather Hopkins as chair.
One in four large employers (26%) have reported a rise in the number of employees actively opting out of their pension scheme, according to new research.
Fewer than one in three pension fraud reports (29%) submitted to Action Fraud are referred for police investigation, according to a new report.
Non-advised adults are nearly twice as concerned about having enough money to live on in later life (42%) than their peers who have taken financial advice (23%), according to new research.
Nearly one in 10 (9%) over-60s say they are planning to delay their retirement indefinitely due to the cost of living crisis, according to a new study.