Latest Blogs
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Lisa Webster: Till pensions do us part
There have been some fluctuations in recent years but overall divorce rates in the UK have been in decline since the 1990s.
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Tilley: Let’s end the SIPP vs SSAS debate for good
As you might know from my previous columns on SIPPs Professional, I am, and have been for some time, a huge advocate for Small Self-Administered Schemes (SSAS).
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Lisa Webster: Pre-Budget withdrawals are spiking again
Ever since “tax-free cash” changed its official name to “pension commencement lump sum” back in 2006 there have been pre-Budget rumours that it was going to change – and not for the better.
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Tilley: Will Pensions Dashboards be a missed opportunity?
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.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
Popular News
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Scottish SIPP firm among 13 in default
The Financial Services Compensation Scheme (FSCS), the industry-funded consumer compensation body, declared 13 regulated firms in default between August and November, including a Scottish SIPP firm, it reported this week.
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HNWIs face IHT risk by not recording gifts
Nearly half (45%) of HNWIs have no written record of what they’ve gifted to loved ones, according to new research, leaving them at risk of falling foul of IHT rules.
Millions of public sector workers may need financial advice to guide them through their pension options as the Government decides how to respond to the McCloud judgment on age discrimination.
Over three quarters (85%) of retired people over 50 think they retired too early, according to a new survey.
The XPS Pension Transfer Watch Index for September saw pension transfer activity plummet at the same time as scam alerts surged - with 62% of pension transfers highlighted as potential scams.
Speeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.
The FCA has today banned indefinitely two directors of an IFA firm for their roles in submitting “false and misleading information” about customers’ high net worth status when making SIPP applications.
Wealth managers, professional associations, regulators, investment and protection providers have signed up to the Business in the Community’s Race at Work Charter.