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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

For the first time the FCA is to survey all regulated firms for its annual Practitioner Panel joint survey.

Platform and SIPP provider AJ Bell has reported a jump in advised customers over the past year of 8% to reach 174,000, according to a quarterly trading update issued today.

Investment, protection and retirement specialist LV= has launched a new platform service for advisers in partnership with Embark.

The government will today confirm government plans to lift restrictions on defined benefit (DB) scheme surpluses.

The Money and Pension Service (MaPS) has published the details and dates by when pension providers need to register their connection with the pensions dashboard ecosystem.

Defined benefit pension transfer values fell to their lowest value for six years at the end of December after a significant decline in the final quarter, according to pension provider and consultant XPS’ index.

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