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.
The turmoil in the bond markets has caused annuity incomes to soar by almost 50% in the last three years, new data shows.
Unity SIPP, part of the failed PSG SIPP (PSGS) business, has been sold to Pathlines Pensions UK Limited, formerly London & Colonial (LCS).
Change management specialist Marc Harris has joined the Financial Ombudsman Service (FOS) as its new chief operating officer.
The financial services sector has seen a sharp fall in optimism since Chancellor Rachel Reeves’ first Budget in October, according to the latest quarterly CBI Financial Services Survey.
The Advertising Standards Authority has banned several advertisements for investment platform and SIPP provider Wahed Invest which showed US and Euro banknotes on fire.
Women over 55 will receive nearly £6,000 less in pension income annually than men while spending £1,200 more than their expected pension income each year in retirement.