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.
Pension transfer values have fallen 6% since the start of 2025, despite a modest increase in September.
Britain’s pension providers and insurers have joined forces with the government to back a regional growth drive through a new group which will be launched at the first-ever Regional Investment Summit on Tuesday.
The government’s Pension Tracing Service received 273,709 calls from people keen to trace their lost retirement savings between 1 January 2021 and 29 September 2025.
The FSCS has declared a Scottish adviser firm in default after it appeared that insurance premiums, and potentially investment contributions, were not being passed on to providers.
The Information Commissioner’s Office (ICO), the data regulator, has fined outsourcing business Capita £14m for failing to protect the security of 6.6m pension savers’ records.
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.