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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

As retirement ages get pushed back, new research suggests UK workers are far from confident that they will be able to do their job by the age of 70.

The number of people aged 100 or over has doubled in the last 20 years while the number of 90-year-olds is steadily climbing, according to newly-published official government figures.

Retirement provider Standard Life, part of Phoenix Group, has reported a business boost from the growing popularity of annuities.

The majority, 53%, of UK savers would prefer their pension money invested in the UK, according to new consumer research from the Pensions and Lifetime Savings Association.

Annuity rates have increased by 8% for a healthy 65-year old over the last 12 months, according to new data.

There were 7.13m taxpayers of pension age for the 2022/23 tax year, a 6% increase year on year, according to the latest data from HMRC.

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