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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

There was a record high in demand for annuities among advisers in the first half of the year, according to figures published today by pensions technology provider iPipeline.

Nearly half (49%) of workers aged 50 or older want to phase into retirement (32%) or have already done so (17%), according to a new survey.

Latest figures from HMRC reveal that the total government tax 'take' jumped £8.9bn year on year in the latest five month period.

Some investment and SIPP providers have been retaining interest earned on cash-holdings to subsidise loss-making platforms, according to an FCA study published today.

Financial Planner and SIPP adviser Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

Two-thirds of advisers (66%) have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.

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