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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FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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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.
One in 20 (4%) defined benefit (DB) pension schemes remained open to new members in 2023, new data published today by The Pensions Regulator (TPR) shows.
Pension savers could be left more than £70,000 poorer in retirement due to overlooking charges when transferring their funds, provider People’s Partnership has warned.
The annuity market is buoyant as the Bank of England’s rate pause has encourage people to take the plunge, according to Hargreaves Lansdown.
The FCA has secured a bankruptcy order against father and son directors of a collapsed SIPP introducer who failed to pay back £10.7m in restitution to clients.
The FSCS has declared nine financial services firms - including failed SIPP provider Rowanmoor - in default during December and January, including several financial advisers.
SIPP and SSAS provider body the Association of Member-Directed Pension Schemes (AMPS) has called on the DWP to announce a timetable for decisions over the future of its general levy.