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pensions

What the City wants from the Autumn Budget – and what to expect

Tax planning

What the City wants from the Autumn Budget – and what to expect

From ISAs, to tax and VCTs

clock 25 November 2025 • 4 min read
Regulators urged to hold pension transfer 'bad actors' to account

Regulation

Regulators urged to hold pension transfer 'bad actors' to account

Advisers report ‘widespread and sometimes extreme delays’

clock 24 November 2025 • 5 min read
Providers ramp up prep for 2027 pension IHT changes

Tax planning

Providers ramp up prep for 2027 pension IHT changes

‘We’re working behind the scenes to prepare our systems’

clock 20 November 2025 • 2 min read
'Deep-rooted mistrust': The great pension disconnect hindering savers

Pensions

'Deep-rooted mistrust': The great pension disconnect hindering savers

'Until a coherent, long-term framework emerges, confusion will persist and grow'

clock 25 September 2025 • 4 min read
House of Lords to scrutinise govt's IHT on pensions overhaul

Tax planning

House of Lords to scrutinise govt's IHT on pensions overhaul

Inviting responses on how the reforms will work in practice

clock 18 September 2025 • 4 min read
Partner Insight: The psychology of retirement

Retirement

Partner Insight: The psychology of retirement

Bridging the advisers-clients gap: How emotional intelligence can help build deeper trust with clients and better understand their financial goals

clock 15 September 2025 • 1 min read
Petition to stop IHT on pensions hits 10,000 signatures

Tax planning

Petition to stop IHT on pensions hits 10,000 signatures

Government to respond to petition as it hits 10,000 signatures

clock 04 September 2025 • 1 min read
PensionBee petitions government on ten-day pension switch guarantee

Your profession

PensionBee petitions government on ten-day pension switch guarantee

Calls for action on pension transfer delays

clock 04 August 2025 • 2 min read
Govt 'blows chance' to bin original IHT/pension implementation plans

Tax planning

Govt 'blows chance' to bin original IHT/pension implementation plans

Unused pension funds will fall under IHT scope from April 2027

clock 22 July 2025 • 6 min read
'Unworkable' IHT/pension reform risks undermining Consumer Duty

Your profession

'Unworkable' IHT/pension reform risks undermining Consumer Duty

‘They’ve smashed complex pensions and complex IHT together’

clock 14 July 2025 • 4 min read
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