Latest Blogs
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Tilley: Will Pensions Dashboards be a missed opportunity?
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.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
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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.
Popular News
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FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
The Financial Services Compensation Scheme (FSCS) has declared BSPS-linked South Wales-based Niche Independent Financial Advisers Ltd (FRN: 472635) as failed.
Total advised customers at platform and SIPP provider AJ Bell rose 8% year-on-year in the quarter ending 31 December, according to a trading update today.
Half (49%) of workers in the UK plan to work beyond State Pension age, with the average expected retirement age of 72.
The over-90s population in England and Wales grew by 2.1% over 2022 to a record high of 550,835 people, according to data from the Office for National Statistics.
The number of defined contribution pension transfers in 2023 soared by 22% to 1.2m despite predictions of a decline in the market.
Too many Financial Planners are relying on averages for their retirement income planning process, according to DFM Hymans Robertson Investment Services.