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.
A 61-year-old man has been extradited from Spain in connection with a £13.7m pension fraud prosecution being brought by The Pensions Regulator (TPR).
AJ Bell, the SIPP and platform provider, has acquired mobile phone fintech Adalpha to increase its digital offering to financial advisers.
AJ Bell is buying the Adalpha group of companies, including Ad Alpha Solutions, for an undisclosed sum.
Adalpha is developing a mobile-focused investment platform proposition for financial advisers which allows transactions and account details to be done mostly via a mobile phone.
AJ Bell says the Adalpha platform will only be available via financial advisers.
According to the FAQs released today: “Adalpha is currently developing a simplified platform proposition for financial advisers delivered to customers via a mobile and tablet app. In essence, advisers will be provided with the software infrastructure they need to support an entirely digital service model for clients who are suited to that form of relationship and advice process.”
Manchester-based AJ Bell says it believes that this ‘simplified proposition’ has the potential to complement the company’s existing adviser platform business, AJ Bell Investcentre.
Adalpha’s staff will join AJ Bell.
Andy Bell, chief executive of AJ Bell, said: “Financial advisers need a variety of propositions to match a diverse range of client needs. The Adalpha team are working on a simplified, mobile focused platform service that will broaden our offering to financial advisers and help them service a wider base of clients.”
Dave Tanner, chief executive of Adalpha, said: “Our vision has always been to develop technology that helps financial advisers service a greater number of clients. Advisers should have the choice and capability to deliver their service remotely or face-to-face. As part of AJ Bell, we will be able to further develop our mobile led services and help increase clients’ engagement with their adviser.”
AJ Bell was established in 1995 and operates in the advised and direct-to-consumer sectors via AJ Bell Investcentre (adviser) and AJ Bell Youinvest (direct-to-consumer). It offers SIPPs, ISAs and General Investment / Dealing Accounts.
Gaudi, the SIPP and platform fintech business, has launched a white-labelled pension income drawdown product that can be used by any financial brand.
Westridge SSAS has recruited three new executives a week after the purchase of James Hay’s SSAS book.
The Financial Ombudsman Scheme is planning to cut 150 jobs, including management positions, due mainly to a rapid decline in PPI work follow the ending of PPI claims to the Ombudsman.
SIPP provider iPensions Group has launched a new service enabling Irish expatriates and people with Irish pension benefits to consolidate Irish, UK or other overseas pension benefits into a SIPP with the launch of a new Irish Transfer service.