Latest Blogs
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Tilley: Will Pensions Dashboards be a missed opportunity?
I can’t be alone in thinking that the recent House of Lords committee sessions on the Finance Bill and, in particular, discussion on bringing unused pension pots into scope for inheritance tax (IHT) made for interesting viewing.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
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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.
Popular News
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SPP calls for caps on pension growth assumptions
The Society of Pension Professionals has called on the FCA to introduce guidance or caps on future growth assumptions, when it launches its new digital pension rules.
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Aggregate DB surplus rises to £266bn
The aggregate surplus of DB pension schemes climbed to £265.6bn at the end of January, according to the latest Pension Protection Fund (PPF) 7800 Index.
The Work and Pensions Select Committee believes the cap on contributions to auto-enrolment pensions should be lifted.
The Financial Services Authority is consulting on proposals to change pension transfer analysis after criticising certain advisers for taking a “mechanistic” approach.
Sipps specialist John Moret has joined the management team of retirement planning firm Intelligent Pensions as non-executive chairman.
The Institute of Financial Planning has added programmes from Sipp and Ssas provider Hornbuckle Mitchell and Baigrie Davies to its IFPTV channel.
The average retirement age has risen to 65 years for men and 62 years for women, according to the Office for National Statistics.
A series of amendments have been issued by the Department for Work and Pensions ahead of auto-enrolment implementation.