Latest Blogs
-
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: Charity giving from pensions
I’m sure many of you reading this on SIPPs Professional will have had more than a few conversations with clients about estate planning – especially considering the news that pensions are to be included in the value of the estate for IHT purposes from April 2027.
-
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.
Popular News
-
Female SIPP millionaires up by 31% in one year
The number of female SIPP millionaires at platform and investment provider Hargreaves Lansdown rose by 31% in 2025 compared to a 16% rise for male investors.
-
Sheffield wealth manager fails after pension claims
Sheffield wealth manager Green Wealth Management Limited (FRN: 729066) has been declared in default by the Financial Services Compensation Scheme after being unable to meet claims against it.
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.
Pension experts said that today’s figures from the PLSA about retirement living standards should be a ‘wake-up call’ for savers.