Latest Blogs
-
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.
-
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.
-
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
-
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.
-
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.
-
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.
Investment manager Vanguard is adding a £4 monthly fee to most accounts - including SIPPs - for balances up to £32,000 as it strives to meet rising costs.
Financial advisers have broadly welcomed the FCA’s new proposals for targeted support for pension savers but have warned more clarity is needed if they are to succeed.
The FCA has revealed that its Consumer Duty priorities for the coming months will include looking at targeted support for pension savers.
Older people are less prepared for retirement shocks such as ill-health, relationship woes, or urgent financial support needs from their wider family, according to new research.
Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new FOI data has revealed.
Advised platform customers rose 8% for AJ Bell to pass 171,000 for the year ended 30 September (30 September 2023: 159,000).