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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 is to buy rival Nucleus Financial for £145m in an all-cash deal announced today.

Rowanmoor owner the Embark Group has appointed Sara Wilson as its new head of platform proposition after she recently transferred from Alliance Trust Savings (ATS).

Pension savers have reclaimed £693m in overpaid pension tax since pension freedoms were introduced in April 2015.

Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m.

Retirement solutions and platform provider Embark has launched an Investment Pathways tool to help non-advised customers move their pensions into income drawdown.

Hargreaves Lansdown has seen the average age of clients drop from 45 to 37 in what it believes is a significant shift in its client demographics, it revealed today in its half yearly results.

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