Latest Blogs
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Tilley: Will Pensions Dashboards be a missed opportunity?
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.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
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Lisa Webster: Charity giving from pensions
I’m sure many of you reading this on SIPPs Professional will have had more than a few conversations with clients about estate planning – especially considering the news that pensions are to be included in the value of the estate for IHT purposes from April 2027.
Popular News
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FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
Retirement sales at Aviva jumped by a third last year to £9.4bn, up from £7.1bn in 2023, the company said in its annual results published today.
The Pensions Policy Institute (PPI) has warned policymakers and the pensions industry to adapt to help gen Z’s retirement prospects which will be hit by their ‘unique’ financial pressures.
Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.
Failed West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.
Four providers accounted for over two thirds of all personal pension recommendations from financial advisers using Defaqto’s Engage software in 2024.
More than 2 in 3 workers (70%) expect to delay retirement and continue to work due to financial reasons, according to a new report.