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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

Central Markets Investment Management (CMIM) Limited (FRN: 475828) has been declared in default by the Financial Services Compensation Scheme (FSCS).

Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.

Halo Invest is to launch a new adviser platform which will offer SIPPs and other investments. 

One in six adults, or 16%, are relying on gut instinct to estimate their retirement needs, according to research from pension provider Standard Life.

Platform and SIPP provider AJ Bell increased its platform customer numbers by 9% to 593,000 over the past six months, the business reported today in interim results.

The latest issue of Financial Planning Today magazine, our exclusive sister publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is ready to view.

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