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  • Proposed pension reforms included in next week’s Budget will create chaos and put bereaved families and ordinary people at financial risk, according to STEP, the global professional body for trust and estate practitioners.

  • HMRC has agreed to exempt pension administration professionals from new requirements requiring ‘tax advisers’ who interact with HMRC on behalf of clients to register with HMRC and meet new minimum standards from 1 April 2026.

  • The Budget rumours in recent weeks have sparked a record tax year so far for the number of people paying into SIPPs, stocks and shares ISAs, cash ISAs, JISAs and LISAs from Hargreaves Lansdown.

  • Retirees are living longer than they ever expected – and their finances may not be keeping pace, according to new research.

  • 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.

Latest News

A fifth, 20%, of people don’t know what type of pension they have.

Cambrian Associates Ltd (FRN 158976), an adviser firm based in North Wales, has gone into administration 51 years after being set up.

In July 2025, the government launched its third statutory review of the State Pension age (SPa), as required under the Pensions Act 2014, and this could have significant implications.

Three-quarters, 76%, of over 50s say that appetite for risk is an important factor when deciding what to do with their pension pot, according to new research.

Pension and investment provider Aegon is introducing cash 'ringfencing' during the pension and SIPP retirement journey to simplify and optimise the process of withdrawing funds.

Advisers and clients have become more concerned about wealth transfer since the Government’s proposals in the Autumn Budget to include unused pension assets in the estate for inheritance tax.

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