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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.

  • 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.

  • 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.

  • 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.

  • 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.

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AJ Bell has opposed FCA plans for a default investment fund for non-workplace pensions.

Over two thirds (69%) of financial advisers are considering changing platform provider over the next 12 months, according to new research.

Despite almost half (48%) of retirees worried about running out of money in retirement, three quarters (78%) have not sought professional financial advice, according to new research.

The Financial Conduct Authority (FCA) has stopped AJH Financial Services Limited (AJH) from disposing of assets without FCA permission.

The Financial Conduct Authority has published a consultation paper today on Pensions Dashboards which explicity confirms that SIPPs will be included in Pensions Dashboards. 

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is asking members to help mark its 30th anniversary year which begins today.

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