Technology

The rise and fall of ESG: what it means for long-term retirement planning

Environmental, Social and Governance (ESG) investing has been one of the most discussed themes in financial services over the past decade, and its evolution matters for advisers focused on long-term retirement outcomes. What began as a niche approach has grown rapidly into a significant component of the global investment landscape. According to reports, ESG-focused institutional...

How Inheritance Tax could impact your pension

The UK’s Self-Invested Personal Pension (SIPP) sector is facing a significant shift. Proposed changes to inheritance tax (IHT) rules could see unused pension funds included in estates from April 2027—potentially subjecting them to IHT for the first time. While these changes are not yet law, the implications are serious enough that advisers and pension scheme...

Talk Money Week: Inspiring action

For the pensions sector, Talk Money Week is an invaluable moment to listen, learn, and lead. The campaign’s annual themes, the data it generates, and the behavioural insights it brings all help shape how providers engage members and support financial confidence for the long term. Every year, Talk Money Week adopts a central theme such...

Talk Money Week: Opening the conversation

Each November, Talk Money Week brings into focus the importance of open conversations about money. In 2025, the campaign runs from 3–7 November, under the theme “Start the conversation”, encouraging organisations and individuals across the UK to break down the barriers that often make money a taboo subject. At its core, Talk Money Week is...

Pension Attention 2025: Strengthening awareness around retirement saving

What Is the Pension Attention 2025 Campaign? The Pension Attention campaign—launched this year under the theme “Strengthen Your Pension”—is an industry-wide initiative led by the Association of British Insurers (ABI) and Pensions UK. Running from 5 September to 27 October 2025, the campaign uses a fitness-inspired approach to make pensions more relatable. Television presenter Ross...

The gender pensions gap

The gender pensions gap is one of the most persistent inequalities in the UK financial landscape—and it’s not closing fast enough. While we’ve seen progress in areas like auto-enrolment and workplace pensions, recent data paints a troubling picture: women not only retire with significantly less pension wealth than men, but also feel far less confident...

Engaging the next gen – How advisers can connect with younger savers

Millennials and Gen Z are often called the "missing link" in pensions engagement. Many advisers find these demographics hard to reach—focused more on today than retirement decades away. However, the numbers tell a more hopeful story. A recent study shows that 33% of Gen Z investors start investing before adulthood, and 64% review their portfolios...

Person pointing to a bubble with AI written in it above a monitor with the word Pensions on it.

AI for pensions: Transformative potential, responsible use

The pensions industry stands on the brink of a technological transformation. Artificial Intelligence (AI) is beginning to reshape how schemes operate, engage members, and manage investments. At iPensions Group, we believe that while AI offers exciting opportunities, its adoption must be handled with care, responsibility, and a commitment to safeguarding members' futures. Unlocking the Benefits...

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...

iPensions Group acquires specialist SIPP and SSAS business

We are delighted to announce the acquisition of the legacy specialist SIPP and SSAS Business from Morningstar Wealth Retirement Services. A specialist pension provider and administrator, iPensions Group, have acquired a portfolio of SIPP and SSAS business from Morningstar Wealth Retirement Services Ltd, acquiring the associated trust company and taking over as the operator and...