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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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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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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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.
I have written before about my concerns about the way the Financial Ombudsman Service is reaching decisions in cases involving SIPPs and SIPP investments and the implications for SIPP providers and advisers.
In my article earlier this month I questioned just how “fair and reasonable” are the decisions being reached by the Financial Ombudsman Service - particularly in relation to historic events involving SIPPs and SIPP investments.
In my last article I questioned just what is “fair and reasonable” when it comes to regulation. This was prompted by a recent FOS determination involving a complaint by a Mr T. against Rowanmoor Pensions.
The news of Hartley Pensions appointment of administrators may not have come as a huge surprise given the recent restrictions imposed on them by the FCA but I believe it is of great significance for the world of SIPPs.
The demise of Rowanmoor Personal Pensions this week comes as no surprise.
The Conservative General Election triumph means the much delayed Pensions Bill is likely to be back in Parliament soon, according to a number of financial services experts.