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: 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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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.
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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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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
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WBR acquires Carpenter Rees’ SSAS book
SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Manchester‑based Financial Planning firm Carpenter Rees for an undisclosed sum.
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Former Pensions Minister says Blair proposal is ‘shocking’
A think-tank run by former prime minister Tony Blair has gained headlines by urging the government to scrap the pensions triple lock.
Royal London confirmed this morning that it was in “exploratory” takeover talks with rival mutual LV=.
New FCA data has revealed that misleading financial promotions by authorised firms more than doubled from 207 in 2020 to 564 in 2021.
SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.
SIPP provider Corporate & Professional Pensions Limited has entered into administration following a number of complaints upheld by the Financial Ombudsman Service on pension transfers.
Lloyds Banking Group has completed its acquisition of retirement and wealth management firm Embark Group.
Men are almost twice as likely to be at serious risk of pension transfer fraud than women, according to a new report.





