Latest Blogs
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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.
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Tilley: Rebooting the FOS makes sense
I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.
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Lisa Webster: Pension age uncertainty lingers on
We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.
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Lisa Webster: Beware IHT and pensions double taxation
One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.
Popular News
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Former Pensions Minister says Blair proposal is ‘shocking’
A think-tank run by former prime minister Tony Blair has gained headlines by urging the government to scrap the pensions triple lock.
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WBR acquires Carpenter Rees’ SSAS book
SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Manchester‑based Financial Planning firm Carpenter Rees for an undisclosed sum.
The FCA has launched a criminal investigation into Newcastle-based wealth manager WealthTek LLP following the discovery of an £81.5m gap in the firms’ finances.
SSAS providers have hailed a victory as the Department of Work and Pensions has ditched a plan to potentially charge SSAS schemes a £10,000 general levy.
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
The Pensions and Lifetime Savings Association (PLSA) and the Association of British Insurers (ABI) have called on Government to boost UK growth through greater pension investment in four key areas.
People saved 18% more into their Hargreaves Lansdown SIPPs in the current tax year up to the end of December when compared to the previous year (April-December).
The Financial Services Compensation Scheme (FSCS) has declared SIPP and SSAS provider Hartley Pensions in default.





