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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
SIPP specialist and wealth manager Mattioli Woods has slimmed down its board in an overhaul that will see two directors step down.

Momentum Pensions has launched detailed fee schedules for its new property SIPP, as the company aims to tackle increasing concerns over complex charges on commercial properties.

Average pension transfer values during July 2017 remained relatively stable after recent volatility, according to the Xafinity Transfer Value Index.

Two well known client risk assessment software providers – PlanPlus of Toronto and Finamentrica of Australia - are to merge from this month.

The Financial Conduct Authority last month identified a number of pension areas where ‘intervention’ may be necessary following the introduction of the pension freedoms in April 2015.

Standard Life has called for the partial transfer option to be a mandatory part of DB transfer advice.

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