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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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.
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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.
Nearly one in five (19%) of women in their 30s are failing to save for retirement, according to a new report.
Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.
Despite the cost of living crisis, only a minority of consumers are prepared to reduce their pension contributions, according to a study.
Pensions Minister Laura Trott has backed a call from three scam-fighting bodies warning pension scheme trustees and savers of a potential increased risk from scammers seeking to cash in on economic uncertainty.
Transact parent IntegraFin Holdings issued a trading statement today saying that the group was “performing well” with adjusted pre-tax profit for the year ended 30 September expected to be “moderately above” the top end of analysts’ estimates.
A total of over £114bn has been invested in Automatic Enrolment pensions by nearly 11m people since they were first launched 10 years ago, new government figures published today show.