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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

Fraudsters are using increasingly sophisticated impersonation techniques to access savers' pensions, according to the Pensions Regulator.

 Pension and investment provider Aegon has launched a new app for workplace pension members, which it claimed will help people engage with their money and navigate key financial moments.

Workplace savings and pensions provider Scottish Widows has extended Origo’s Unipass Letter of Authority across its business to cut turnaround times and improve the quality of information.

SSAS administrator the WBR Group has promoted Jenni Harland to be director of SSAS operations and Abigail House as SSAS proposition manager.
The appointments take immediate effect, the firm said.

Savers could be losing £1.7bn from their pension pots due to poorly informed transfers made in the year to 30 June, according to master trust People’s Pension.

There’s been a 10% growth in annuities quotes this year, according to pensions technology provider iPipeline.

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