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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

Adviser platform Nucleus has appointed two new platform directors to support the launch of a new retirement platform for Financial Planners.

The private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has been delayed by a month due to delays in getting approval by the Government due to national security.

London-based IFA firm Donre Advisory Limited (FRN 513993), which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary, has gone into liquidation two months after the FCA imposed restriction on its business activities.

Some 2.8 million over 50s in the UK have returned to work after being previously retired, according to new research from Legal & General.

The Government has been urged to announce a Pensions Bill during the King’s speech at the state opening of Parliament tomorrow.

The cost of a moderate retirement income is £25,000 per year for a single person and £36,480 for a couple, according to data from Hargreaves Lansdown’s savings and resilience barometer, published today.

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