Adviser workload set to rocket ahead of IHT on pensions changes

Standard Life research has found that the implications of the upcoming IHT on pensions rules are "significant" with 77% expecting their workload to rise ahead of April 2027, with an average increase of 20%. The research found that a large volume of their clients will need reviews of financial plans, as advisers estimate around 40% of clients require a review of their existing plans. Standard Life said the change, announced in last year's Autumn Budget, is designed to "discourage the use of pensions as a wealth transfer tool, which has grown in popularity since the introduction of the ...