Latest Blogs
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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.
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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.
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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.
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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.
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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.
Popular News
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Pension professionals concerned about dashboard handling
Pension professionals are concerned about the industry’s capacity to handle Pensions Dashboards queries.
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Aptia acquires Mercer’s Pension Decision Service
Pensions administrator Aptia has acquired Pension Decision Service from Mercer for an undisclosed amount.
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Pensions industry urged to protect savers from scams
Fraud Minister Lord Hanson has urged pension trustees to do all they can to protect millions of scheme members from fraudsters.
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FCA survey reveals 15% fall in adviser firms
The number of adviser firms has fallen by 15% since 2021 although the number of advisers overall has remained steady at 31,000.
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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.
Net adviser platform flows fell to £655m in the fourth quarter of 2023, their lowest total on record, according to analyst Fundscape.
Data and research provider Defaqto - which provides Engage Financial Planning software - has launched a pilot for new Consumer Duty Profiles for selected product providers in the personal pension, SIPP and adviser platform spaces.
SIPP and Financial Planning firm Mattioli Woods has reported pre-tax profits leapt 60% to £7.6m in the six months ended 30 November 2023.
The UK will have to increase the state pension age to 71 by 2050 to maintain the number of workers per retiree, according to a new report from the International Longevity Centre UK.
The UK’s SIPP market is about to top £500bn with five million SIPP investors, and could reach £1tn by 2030, according to a new report published this morning.
The FCA and its Practitioner Panel are set to launch a joint survey of 25,000 regulated firms shortly to seek feedback on how the FCA is regulating the sector.





