Latest Blogs
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Tilley: Pensions Commission must push reform...and quickly
Recent news of the revival of a Pensions Commission was music to my ears.
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Lisa Webster: Till pensions do us part
There have been some fluctuations in recent years but overall divorce rates in the UK have been in decline since the 1990s.
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Tilley: Let’s end the SIPP vs SSAS debate for good
As you might know from my previous columns on SIPPs Professional, I am, and have been for some time, a huge advocate for Small Self-Administered Schemes (SSAS).
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Lisa Webster: Pre-Budget withdrawals are spiking again
Ever since “tax-free cash” changed its official name to “pension commencement lump sum” back in 2006 there have been pre-Budget rumours that it was going to change – and not for the better.
Popular News
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Mattioli Woods founder and CEO to step into new role
Ian Mattioli, founder of wealth manager and SIPP provider Mattioli Woods, is to step down as CEO to take up a new role as Founding President.
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Barnett Waddingham appoints new head of SIPP proposition
Pensions and SIPP consultancy Barnett Waddingham has appointed Embark Group’s Andrew Phipps as head of SIPP proposition and supplier management.
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Lisa Webster: IHT and pensions headaches and liabilities
Back in July, HMRC announced a proposed change in responsibility for paying inheritance tax (IHT) relating to pensions when they are included in estates from 6 April 2027.
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Pension indexation law shouldn’t change: SPP
The Society of Pension Professionals (SPP) has warned of the “unintended consequences” of changing the law relating to pre-1997 pension scheme indexation.
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DB pension surpluses remain at record highs
DB pension surpluses remain at record highs, up £57bn year-on-year in October, according to new analysis from XPS Group.
More than nine in 10 financial advisers (92%) have seen a rise in enquiries about inheritance tax in the run-up to the Budget on 26 November, according to a new report.
The proportion of pensions being drawn down at 8% or over has hit its highest recorded level for pots of all sizes, according to analysis of the latest FCA data.
Wealthy clients are increasingly seeking advice on inheritance tax and estate planning amid growing speculation ahead of the Autumn Budget, according to wealth manager Rathbones.
Wealth manager trade body Pimfa has called for a clear tax road map to stem the tide of people accessing their tax-free pension cash because of speculation and headlines.
Group revenues more than doubled to £6m for InvestAcc for the six months ended 30 June (H2 2024: £2.5m).
Aviva, L&G and Standard Life have pledged their support to the first national Annuity Day, due to take place on 21 October.