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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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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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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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.
Only 27% of people said they were not reliant on their partner’s pension, according to new research.
New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.
More than 40m pension records have connected to the Pensions Dashboards ecosystem since April.
Six people were due to appear in court this week over a pension fund and SIPP fraud which involved £75m being invested in storage units in the North of England and Scotland.
The State Pension could climb by more than £550 next year thanks to the triple lock, as earnings growth outpaces inflation.
Chancellor Rachel Reeves is reportedly considering cutting the tax-free pension commencement lump sum in a bid to save more than £2bn a year for the Treasury.





