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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.

  • 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.

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Latest News
Despite a rise in overall complaints, the Financial Ombudsman says that the number of complaints it handled on pensions and investments for the year to March fell from 19,834 to 15,938.

The Financial Ombudsman is set to release figures tomorrow showing a rise of approximately 50% in the number of Sipp complaints it has received in the past year, with growing concerns about Ucis.

Financial Planning and forecasting specialist eValue has launched a "Better Outcomes for All" campaign to encourage the pensions and investment sectors to better serve the investing public.

Increasing use of income drawdown following the Budget annuity changes could see 20% of pensioners exhausting their funds before they die, pension experts have warned.

A poll of pension experts has found that 73% expect annuities to remain a key part of retirement planning.

Portal Financial, an advisory firm which says it deals with 2000 income drawdown cases a year, has reported an 80% rise in demand for retirement advice post-Budget.

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