Latest Blogs
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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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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.
Popular News
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Alltrust launches sophisticated investor SIPP
Pension trustee and administration specialist Alltrust has launched a premium self-invested pension designed for high-net-worth individuals, experienced investors and the IFAs and wealth managers who advise them.
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Female SIPP millionaires up by 31% in one year
The number of female SIPP millionaires at platform and investment provider Hargreaves Lansdown rose by 31% in 2025 compared to a 16% rise for male investors.
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Sheffield wealth manager fails after pension claims
Sheffield wealth manager Green Wealth Management Limited (FRN: 729066) has been declared in default by the Financial Services Compensation Scheme after being unable to meet claims against it.
Options UK Personal Pensions (formerly Carey UK Pensions) has sought permission from the Supreme Court to appeal the recent judgment by the Court of Appeal in the long-running and pivotal Adams v Carey SIPP case.
The Financial Services Compensation Scheme has warned that retirees are being tempted to put money into investment products claiming to offer high returns due to the prolonged low interest savings environment.
Tom Dunbar has been appointed chief development officer at adviser platform Transact’s parent company Integrated Financial Arrangements (Integrafin).
Standard Life Aberdeen is to rebrand as Abrdn (pronounced: Aberdeen) in a move to bring together the Standard Life and Aberdeen names under one united brand.
Advised net inflows held steady at £900m for investment platform AJ Bell for the quarter ending 31 March, as advised customers rose 14%.
Two thirds (66%) of adults retiring in 2021 risk running out of money in retirement, according to a new study.