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.
Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.
Channel One Financial Planning, one of the firms associated with claims linked to the British Steel Pension Scheme (BSPS), has been declared in default by the Financial Services Compensation Scheme.
Pension transfer activity dropped to its lowest level in four years in December.
Just four in ten retirement savers are on track to achieve the moderate level of income highlighted by the PLSA retirement income standards, according to a new report.
Wealth manager and SIPP provider Mattioli Woods has faced delays to the appointment of David Kiddie as its new chairman.
The Financial Conduct Authority has sent a survey to 2,500 advice firms on its work related to the British Steel Pension Scheme (BSPS).