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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FSCS declares SIPP provider Gaudi in default
The FSCS has today (20 March) declared failed SIPP provider Gaudi Regulated Services Limited (FRN: 488015) in default.
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46% of pension holders fear savings are inadequate
Almost half, 46%, of people with pensions are not confident their savings will provide a comfortable retirement, according to a new survey.
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54% of Gen X heading for ‘pension shock’
More than half (54%) of people born between 1965 and 1980 are heading for 'inadequate' retirement income, according to a new report from think tank The Social Market Foundation.
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FOS to return to its original role in new reforms
The Financial Ombudsman Service (FOS) is to return to its original role as a fast, impartial complaints body under landmark reforms announced today by the Treasury.
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FSCS boosts protection for pension cash
The Financial Services Compensation Scheme has launched a campaign to boost awareness of changes to how savings are protected which will offer greater protection for pension cash from transfers and similar transactions.
Women are now almost twice as likely as men to feel ‘on the back foot’ on retirement planning as the Coronavirus pandemic battered their confidence, according to a new report from SIPP and pensions provider Aviva.
Wealth manager and SIPP provider Mattioli Woods is hunting for more acquisitions despite reporting a drop in profits .
STAR, the cross-industry transfer initiative, is to roll out an accreditation scheme which will award bronze, silver or gold grades to providers based on their ability to transfer clients to other providers smoothly and quickly.
London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.
Financial Planners have backed plans announced by the FCA in its sweeping Consumer Investments strategy released yesterday to tackle consumer investment 'harm'.
The FCA has promised to reduce the FSCA levy from 2025 by 10% a year - but only if it can reduce the number of consumers being harmed by rogue financial services companies.