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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

Pension transfer values have fallen 6% since the start of 2025, despite a modest increase in September.

Britain’s pension providers and insurers have joined forces with the government to back a regional growth drive through a new group which will be launched at the first-ever Regional Investment Summit on Tuesday.

The government’s Pension Tracing Service received 273,709 calls from people keen to trace their lost retirement savings between 1 January 2021 and 29 September 2025.

The FSCS has declared a Scottish adviser firm in default after it appeared that insurance premiums, and potentially investment contributions, were not being passed on to providers.

The Information Commissioner’s Office (ICO), the data regulator, has fined outsourcing business Capita £14m for failing to protect the security of 6.6m pension savers’ records.

While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.

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