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
Pension consultancy and administrator XPS Pension Group has reported 8% growth in revenues over the past year thanks to strong growth in advisory revenue, according to a trading update ahead of its full year results in June.
The FCA has relaunched its pension transfer ‘advice checker’ tool for consumers to help them assess whether they have received unsuitable advice.
Almost three quarters (72%) of UK adults have never completed an expression of wish form for their pension.
Platform and SIPP provider AJ Bell has reported total customer numbers rose 21% over the past year and 5% in the past quarter to 418,309, according to its Q2 trading update.
Seven in ten pension transfer requests made in March showed indicators according to the XPS Pension Scam Flag Index.
Just over one in four workplace pension savers (26%) fear their pension pot will fail to provide enough to live on at retirement, according to a new report from the Pensions and Lifetime Savings Association (PLSA).