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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

Four in ten (43%) financial advisers consider sustainable investments when building retirement portfolios, according to new research.

Three quarters (74%) of pension schemes have net zero plans in place, or will do within the next two years, according to a new survey.

A record high 78% of pension transfers raised at least one warning sign of potential scam activity in April.

FNZ, the platform ‘engine’ behind many UK investment platforms, has appointed Alastair Conway as its new CEO for the UK and South Africa.

The Financial Conduct Authority is to speed up the removal of regulated activities from firms failing to use their permissions.

Pensions expert Steve Webb has warned that an extra two and half million taxpayers could face being dragged into the higher rate tax over the course of the current Parliament.

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