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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

A Shropshire-based pension adviser - an appointed rep of failed firm Tenet Connect Limited - has itself been declared as failed by the Financial Services Compensation Scheme, opening the door to compensation claims.

Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired SSAS administrator NM Perris & Co Ltd.

More than two fifths (44%) of people in the UK have not written a will, nor are they currently in the process of doing so, according to new research.

The aggregate surplus of DB pension schemes increased to £485.1bn at the end of October, according to the latest Pension Protection Fund (PPF) 7800 Index.

The Association of Member-Directed Pension Schemes (AMPS), the industry body representing SIPP and SSAS providers, has appointed Debbie Seaton of Seabridge SSAS Ltd as its new chair, taking over from Andrew Phipps.

The FCA has published new rules firms must follow when designing and operating commercial Pensions Dashboards.

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