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Comments as IHT raises over GBP6bn in just 9 months

Just Group, comment on HMRC’s latest update on Inheritance Tax (“IHT”) receipts that show £6.3 billion was collected through the first three quarters of the 2024/25 Financial Year – an 11% increase on the £5.7 billion received in the same period in the previous year. Receipts totalled £620 million in December 2024, an increase of 13% on the £547 million collected in December 2023. Rising asset prices, frozen thresholds – which were extended by a further two years in the Budget – and additional policy reforms to the IHT regime are expected to continue delivering further increases in the IHT-take for the Treasury.
Posted on Wednesday Jan 22

Schroders receive FM mandate from RNIB Retirements Scheme

Schroders Solutions today announces it has been awarded a £170 million Fiduciary Management (FM) mandate by the Royal National Institute of Blind People’s (RNIB) Retirement Benefits Scheme, following an open and competitive tender process.
Posted on Monday Jan 20

PIC complete full buyin for Holophane Retirement Scheme

Pension Insurance Corporation plc (“PIC”), a specialist insurer of defined benefit pension schemes, has concluded a £24 million full buy-in of the Holophane Retirement Benefits Scheme (“the Scheme”), sponsored by Holophane Europe Limited. The buy-in covers the pension benefits of 95 pensioners and dependents, and 74 deferred Scheme members.
Posted on Wednesday Jan 15

Comments on the unexpected fall in inflation

Standard Life and My Pension expert comment as inflation unexpectedly falls to 2.5%
Posted on Wednesday Jan 15

FCA updates firms on polluter pays regulations

The FCA has today provided an update on its polluter pays regulations, setting out its clear expectations that firms should take reasonable and verifiable steps to ensure any potential and actual redress liabilities have been considered, provisioned for and addressed.
Posted on Tuesday Jan 14

Annuity rates surge as bond turmoil continues

According to the latest data from HL’s annuity search engine, a 65-year-old with a £100,000 pension can now get up to £7,425 a year from a single life level annuity with a five-year guarantee. This is up from £7,235 a year last week. This follows ongoing turbulence in the bond market as annuity rates are affected by long term gilt yields. As the value of gilts falls the yield from them increases which pushes up annuity rates.
Posted on Monday Jan 13

Post election surge in large M&A deals sets pace for 2025

Deal volume up by 15% with 710 deals completed worldwide in the last 12 months. Large deals (valued between US$1 billion and $10 billion) rose sharply by 36% in the second half of 2024 compared to the same period in 2023. Europe the only region to record M&A outperformance during the second half of 2024 as acquirer share prices struggle to keep pace with strong global equity markets.
Posted on Monday Jan 13

Standard Life complete buyin with Compass Group Pension Plan

Standard Life, part of Phoenix Group, has successfully concluded a £1.5bn Bulk Purchase Annuity (“BPA”) transaction with the Compass Group Pension Plan (the “Plan”). The sponsoring employer, Compass Group PLC (the “Company”), is a global leader in food services.
Posted on Thursday Jan 9

Positivity on personal finances jumps from same time in 2024

New research from Aegon shows three-fifths (60%) of people in the UK are positive about their finances for 2025. Women (54%) and those aged 50 to 59 (47%) are less likely to feel positive about their 2025. Pension saving remains a top three financial priority for 11% of the public.
Posted on Wednesday Jan 8

CGT changes prompts DIY investors to reorganise investments

27% of DIY investors say they will use tax wrappers like SIPPs and ISAs to avoid increased CGT. Others are planning to make fewer trades, and looking at assets with lower or no CGT. 10% are okay with the CGT they currently pay and won’t make any investment changes.
Posted on Wednesday Jan 8

Inflation set to rise again but rate cuts still expected

Inflation is likely to rise again when figures are released next week. The market is still pricing in a decent chance of a February cut – and at least two cuts in 2025. What this means for savings and mortgages.
Posted on Wednesday Jan 8

PIC completes second buyin with Clarks Footwear Pension Fund

Pension Insurance Corporation plc (“PIC”), a specialist insurer of defined benefit pension schemes, has concluded a second buy-in with the Trustee of both the C&J Clark Pension Fund – CJC Section and Flexible Section (“the Fund”) for £540 million. It follows the Fund’s first buy-in with PIC for £280 million in 2022. PIC has now insured all £820 million of the Fund’s defined benefit liabilities. The latest buy-in secures the pensions of almost 5,000 pensioners and dependants and over 3,000 deferred policyholders.
Posted on Tuesday Jan 7

LMP announces strategic partnership with Broadstone

Lovell Minnick Partners (“LMP”), a private equity firm focused on investments in financial services, business services and financial technology companies, today announced the signing of a definitive agreement to make a strategic growth investment in Broadstone.
Posted on Tuesday Jan 7

Predictions for the Wealth DC and Employment markets

Isio 2025 Outlook commentary - Predictions for the Wealth, DC and Employment markets.
Posted on Monday Jan 6

Do not let age come before booty

Just Group analysis shows that, despite a significantly lower remaining lifespan, rates on offer to a 70-year-old aren’t automatically better than those available to a 65-year-old
Posted on Monday Jan 6

How to get your finances fighting fit for 2025

Standard Life shares tips to help set you up for financial success in the new year, as only 28% say they are living comfortably
Posted on Thursday Jan 2

Defined benefit funding code webinar 2024

This webinar provides an essential overview of the legislative requirements, our principles and expectations for trustees, and how to approach funding under the new regime.

Key topics include:
• funding and investment strategy requirements
• updates to the existing regime
• our regulatory approach and next steps

The session concludes with a 25 minute Q&A, where our expert panel answer your key questions.
Posted on Monday Dec 30

Ten economic predictions for 2025

PwC has today released its economic predictions for 2025 forecasting a mixed picture for the UK economy. It highlights some areas where progress is being seen and others where sectors are falling behind. The predictions cover a diverse range of topics from economic growth and house prices to renewable energy and defence.
Posted on Monday Dec 30

How to navigate changing IHT rules with good estate planning

The new year is often a time to take stock financially, and for many families this one will be particularly important. Forthcoming changes to inheritance tax rules mean that many households must think carefully about how they plan to pass on wealth to the next generation. Here are Six wise ideas to plan for passing on wealth in 2025
Posted on Friday Dec 27

Half of us anticipating a difficult financial year in 2025

More women (47%) than men (43%) are anticipating a bad year for their finances in 2025. The rising cost of living is the biggest worry for Brits heading into 2025. One in four 55 to 64-year-olds are worried about saving for their retirement (26%)
Posted on Friday Dec 27

Santa rally proves elusive

FTSE 100 in the red as Santa rally proves elusive for European indices. Lack of cheer for UK economy as growth revised down. Retailers hope last minute shoppers will provide a boost. Brent crude rises as President elect Trump sets his sights on the Panama Canal.

Posted on Tuesday Dec 24

Aviva and Direct Line complete GBP3.7bn deal

129.7 pence per Direct Line share in cash. 0.2867 new Aviva shares per Direct Line share. Dividend payments of up to 5 pence per Direct Line share
Posted on Monday Dec 23

PIC completes first Mosaic buyin with GCB Pension Fund

Pension Insurance Corporation plc (“PIC”) has concluded its first full scheme buy-in within Mosaic, PIC’s streamlined service for pension schemes with assets under £100 million. The £20 million transaction covers the benefits of 103 members of the General Council of the Bar (“GCB”) Pension and Life Assurance Fund (“the Fund”). The buy-in was completed and signed within 10 weeks of PIC receiving the Fund data.
Posted on Friday Dec 20

Inheritance Tax raises almost GBP6 billion in 8 months

December’s update from HMRC shows that Inheritance Tax (IHT) receipts reached £5.7 billion through the first two-thirds of this financial year (April to November). It marks an 11% increase on 2023/24 (£5.2 billion) through the same eight months of the year, putting 2024/25 on course for a fourth consecutive annual IHT-take record for the Treasury.
Posted on Friday Dec 20

Industry comments as BoE leave base rate unchanged

Hymans Robertson, Standard Life, XPS Group and LCP all comment as the Bank of England leave the base rate unchanged
Posted on Thursday Dec 19