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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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.
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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.
Concerns about saving for retirement have reduced by 20% overall when compared to last year, according to a new report.
Nearly half of financial advisers have reported losing a female client after their partner has died, according to a report by platform and SIPP provider Fidelity.
Wrap platform Nucleus has opened its doors to electronic signatures for new business and client instructions to support remote working by advisers.
The Pensions and Lifetime Savings Association - the trade body that represents 1,300 pension schemes with 20m members - has joined the chorus of concern about the Government’s potential axing of the Retail Prices Index (RPI), the measure used to decide many annual pension increases.
Investment platform AJ Bell said the Government must ensure state pension data is available on the first version of pensions dashboards when they are launched in the UK.
Adviser platform AJ Bell Investcentre is to give financial advisers access to third party Managed Portfolio Services (MPS) from external Discretionary Fund Managers via its platform for the first time.