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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.

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Latest News

The Competition and Markets Authority has provisionally blocked the ‘mega-merger’ of platform providers FNZ and GBST due to concerns that the tie-up would hit competition and may lead to investors paying more.

Data from today’s Wealth and Assets Survey from the Office of National Statistics has shown that the self-employed continue to invest in property over pensions for their retirement.

The average pension fund increased 13.3% in the second quarter of this year, the strongest quarterly performance since Q3 2009, according to new data.

The Financial Conduct Authority is consulting on a rule change which may mean open ended property fund investors being required to give 180 days notice for a withdrawal of funds.

Mattioli Woods, the SIPP and wealth management firm, has received FCA approval for its £25m takeover of private client firm Hurley Partners.

HMRC has reported that £2.3bn was withdrawn from pensions flexibly in Q2 - a 17% fall year-on-year from the £2.8 billion seen in Q2 2019.

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