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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
New analysis of 17,000 drawdown customers by a provider has revealed wide variations in the amount taken from pension pots but few signs of pensioners taking out all their cash in one go to buy a Lamborghini.

Chartered Financial Planning firm Fairstone signed up London-based Premier Portfolio Financial Services to its downstream buy-out programme.

Two financial adviser brothers, who conned 200 pensioners and vulnerable clients out of millions of pounds, have been jailed for a total of 11 years today.

Royal London director of policy Steve Webb has called for an end to what he called the “absurd” way pension withdrawals are taxed.

O&M Pension Advice is to cease activities as an Introductory Pension Transfer Advisory service.

Some 32% of pension savers using drawdown to fund retirement have no investment experience and two in five (41%) of these drawdown beginners have received no financial advice or guidance, according to new research.

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