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.
SIPP provider iPensions Group is to increase its wellbeing support for staff at it continues to build its business.
Evelyn Partners has made major executive changes at its Bestinvest arm as it moves from being a DIY investment platform to a company focused on hybrid advice.
The Financial Conduct Authority has recruited 125 new staff to tackle a growing backlog in firm and individual authorisations.
A SIPP adviser has been declared as failed by the Financial Services Compensation Scheme after being hit with 10 claims and a £2m FCA fine.
Former Interactive Investor chairman Gordon Wilson has been appointed the new chairman of adviser platform Nucleus to replace Mark Dearsley.
The Octopus-owned platform and white label provider Seccl has launched a new ‘low cost’ online-only SIPP which it says cuts out paper.





