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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

SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.

Sales of pension annuity contracts jumped 24% in 2024 to 89,600, according to new data from the Association of British Insurers (ABI).

Men’s DC pension pots are twice the size of women’s on average, according to new analysis from pensions consultancy Broadstone.

The aggregate surplus of DB pension schemes climbed to £239bn at the end of January, according to the latest Pension Protection Fund (PPF) 7800 Index.

SSAS provider WBR Group has acquired pension consultancy Censeo Actuaries & Consultants Limited for an undisclosed sum to enhance its offering of SSAS & DBSSAS and other actuarial services.

Third Financial, part of the Nucleus platform group, has launched a white-labelled digital proposition for large advice firms which will provide onboarding for a wide range of investments including SIPPs.

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