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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.

  • Tilley: Rebooting the FOS makes sense

    I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.

  • 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

Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.

Flat fee investment platform Interactive Investor (ii) is to acquire acquire the direct-to-consumer retail customer book of rival EQi for up to £48.5m.

Financial Planning firm Truinvest - set up by two ex-Mattioli Woods colleagues - has acquired two adviser firms to add to the two it acquired last year.

One in five of Generation X are now saving less or spending down their retirement savings as a result of the Coronavirus pandemic, according to a new report.

The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.

Hymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisers directly for the first time.

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