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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.

  • 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.

  • 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.

  • 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

Latest News

Defined benefit pension (DB transfer) activity feel to the lowest level since September 2020 in April but red flag cases rose to a three-month high.

XPS Pensions Group has promoted six new partners across its actuarial, pensions, investment, and administration businesses across a range of UK locations.

Andy Bell, CEO of platform and SIPP firm AJ Bell, has warned that proposed new anti-scam rules on pension transfers risk undermining thousands of legitimate transfers.

The FCA is to consult on plans for a new ‘Consumer Duty’ for regulated firms which will set a "higher level" of protection for consumers buying retail finance products and services.

The FSCS has cut its latest levy forecast by £206m from £1.04bn to £833m but the body has warned that SIPP claims are rising.

A major trial involving an alleged £13.7m pension transfer fraud has been set to take place in June 2022 after three people appeared in court this week.

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