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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.

Popular News

Latest News

The Pensions Policy Institute has warned that a Government change to the inflation measure could cut lifetime pension income by up to 21%.

The FSCS yesterday (1 April) declared Berkeley Burke SIPP Administration Ltd a failed firm and opened the door to claims that could eventually top £150m.

A Wolverhampton financial adviser has been banned for 8 years after clients lost £7m due to poor pension investment advice involving SIPPs.

Andy Bell, chief executive of platform and SIPP provider AJ Bell, has welcomed news that the rules on 10% ‘investment drop’ letters will be relaxed for six months.

A new survey for online platform and SIPP provider AJ Bell on the 5th anniversary of the Pension Freedoms suggests withdrawals have been falling year on year.

The Financial Services Compensation Scheme (FSCS) has declared 15 failed regulated firms in default during February 2020 including SIPP firm GPC.

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