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.
Funds under direction (FUD) for adviser platform Transact rose 7.2% over the quarter ending 30 June.
Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.
Retirement and platform provider Embark is to hire more than 50 people in Dundee over the next few months to boost its platform operations in the city.
Over the next 18 months Financial Planners can expect to see a Financial Conduct Authority (FCA) that looks and feels different, according to the regulator’s chief executive Nikhil Rathi.
The Australian-owned wrap platform Praemium, which offers a range of investments including SIPPs, is to sell off its UK and international operations after receiving approaches from potential buyers.
The ban on contingent charging and the pandemic have resulted in a major slump in pension transfers, according to new research.





