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  • 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.

  • Tilley: Rebooting the FOS makes sense

    I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.

  • Lisa Webster: Pension age uncertainty lingers on

    We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.

  • Lisa Webster: Beware IHT and pensions double taxation

    One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.

Popular News

Latest News
Financial Planning firms and providers have given a mixed response to today's announcements made by Chancellor George Osborne in his third Autumn Statement.

The Chancellor has finished his third Autumn Statement in the House of Commons at 1.21pm, with cuts to the pension contribution limits and the lifetime allowance.

Barnett Waddingham has launched an online analysis tool to check to state of firms' small self-administered schemes (SSASs).

Sipp provider Talbot and Muir has questioned the Financial Services Authority's decision to omit commercial property from its list of standard assets.

Sipps operators could have to hold a minimum of £20,000 in capital under new proposals from the Financial Services Authority today.

Sipp provider Suffolk Life is set to acquire around 1,700 Sipps from Pointon York after the firm's decision to close its PY Sipp scheme.

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