News

Why transfer efficiency matters for you and your clients

For advisers, a pension transfer is about much more than moving assets from one provider to another. It's often a client's first experience of a new pension provider, setting the tone for the relationship from the outset. When transfers are handled efficiently, clients gain confidence that their retirement savings are in safe hands. When they're...

Pension beneficiary nominations, wills and the 2027 IHT changes

Beneficiary nominations are an important part of financial planning, yet they are often completed when a pension is first established and then rarely revisited. While the forthcoming changes to the UK Inheritance Tax treatment of pensions have brought this topic back into focus, these changes will not affect every client or adviser, particularly those working...

Pension scams: Why adviser vigilance remains critical

Despite increased regulatory scrutiny and greater public awareness, pension scams remain a persistent threat to retirement savings. While traditional cold-calling tactics have largely disappeared, fraudsters have adapted their approach, often presenting themselves through professional-looking websites, social media advertising, investment seminars and seemingly legitimate introducer networks. For advisers, one of the challenges is that many scams...

New tax year 2026/27: A pension checklist for advisers

The start of a new tax year is often treated as a procedural reset – a time for refreshed allowances, updated figures and revised documentation. But for advisers, it represents something far more valuable: a natural opportunity to re-engage clients, reframe conversations and ensure pension strategies remain aligned with an evolving financial landscape. At iPensions...

Pensioners paying tax could reach 10 million by 2030

Recent analysis suggests the number of UK pensioners paying income tax could approach 10 million by 2030, reflecting structural changes in taxation, pension income and demographics. This trend is a combination of frozen tax thresholds, rising state pension withdrawals, and higher private pension incomes, illustrating how retirement finances are evolving rather than signalling financial hardship....

We’re integrated with the Origo Dashboard Connector

We are delighted to announce the successful integration with the Origo Dashboard Connector (ODC) as part of the UK Pensions Dashboard Programme (PDP). Completed ahead of schedule, the integration reinforces our compliance and technological readiness, strengthening our position as a digital-first leader in the pensions industry. Connecting our pension schemes to the Pensions Dashboard was...

Consumer Duty ‘will boost consumer retail investment’

Nearly half of advisers believe SIPPs and pensions will benefit from Consumer Duty and advisers are cutting back on recommending high risk investments. Our latest research* shows advisers are confident the implementation of new Consumer Duty rules will deliver on their key aim of boosting consumer retail investment with SIPPs - one of the key...

Technology spending drives consumer duty investment

Our latest research* shows that spending on new technology is the biggest driver of increased investment by adviser firms ahead of the implementation of Consumer Duty rules, which will come into effect from 31st July 2023. The study found that more than three out of four (76%) of firms have seen their costs rise as...

We Expand Wellbeing Support As Part of Mental Health Awareness Week

Here at iPensions Group, we are further strengthening our support for mental health and wellbeing across the company as we continue to expand the business. This week we are backing Mental Health Awareness Week, run by the Mental Health Foundation, with a series of events, workshops and sessions from May 15th 2023. Support during Mental Health...

Integrating £500 million AUA following acquisition

We are delighted to announce that we have recently completed the seamless migration of Forthplus SIPP customers ahead of schedule, integrating £500 million assets under administration. We acquired the business assets of Edinburgh-based Forthplus Pensions, which was in administration, at the end of last year and initially expected to take at least six months to...