News

Our Product Manager, Natasha Moss gives her first impressions of the key take aways from the newly published Finance (No. 2) Bill. “The Government’s new Finance (No. 2) Bill confirms that certain pension benefits will now fall under Inheritance Tax (IHT). It replaces the July 2025 draft and introduces “notional pension property” to ensure only […]

Delta, in collaboration with TISA and seven other firms, have worked on alternative proposals to HMRC’s plans to levy IHT on pensions. Oxford Economics was commissioned to analyse these alternative solutions, and to report on their findings. Making any changes to pension death benefits will be an emotive subject, but we should recognise the Government’s

This is a question we’ve been asked a lot in our 25+ year history as a leading pensions tech provider to more than 30 SIPP and SSAS firms. Our commercial director Claire Court highlights six ways Delta’s tech can help ambitious and customer-focused firms grow and streamline operations. One of the most common questions I’ve

Delta, in collaboration with TISA and seven other firms, have worked on alternative proposals to HMRC’s plans to levy IHT on pensions. Oxford Economics was commissioned to analyse these alternative solutions, and to report on their findings. Making any changes to pension death benefits will be an emotive subject, but we should recognise the Government’s

HMRC has shared their latest version of the Pension Scheme Return (PSR): https://www.gov.uk/government/publications/pensions-schemes-newsletter-167-march-2025/newsletter-167-march-2025 As expected, these new returns require much more information. In particular, more detail is needed about transactions with connected parties, such as the company registration number for shares purchased from a connected party, and independent valuations of assets acquired from a connected

Delta is delighted to announce our new partnership with Insignis Cash. This integration enables seamless access to Insignis portfolio valuation data directly within Platinum, supporting pension providers in delivering efficient and transparent service to their clients. David Brown, our Platform Product Manager, commented: “This collaboration is a great example of how we’re continuing to enhance

  We are delighted to announce that we have joined PwC UK Scale InsurTech cohort for 2025. We were carefully chosen from over 800+ companies, to help solve important problems in the insurance industry, with this year focusing on the Life, Retirement, and Wealth insurance sectors. As part of the programme, we will be meeting