Latest Blogs
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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.
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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.
Popular News
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FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
Single pensioners need £225,000 more in their pension pot than couples to achieve a ‘moderate’ standard of living in retirement.
Pension providers have been urged to find out more about post-retirement spending as new research suggests homeowners’ and renters’ drawdown habits are very different.
The Financial Conduct Authority has reassured Hartley Pensions clients following a letter sent by the joint administrators over the unauthorised movement of monies from their SIPPs by Hartley.
The Financial Conduct Authority (FCA) has delayed its plans to apply sustainability disclosure requirements (SDR) to portfolio managers.
Almost half, 48%, of over-50s are unfamiliar with what lifetime annuities are and how they compare to other annuity products.
The Pensions Regulator (TPR) said it expects DB schemes to switch their focus to ‘endgame planning’ from deficit recovery.