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  • Lisa Webster: A calmer Budget? We hope so...

    As we head towards our new Downing Street leadership team’s first Budget, the waters seem relatively calm.

  • Lisa Webster: Take the pension first? Think again

     

    With the impending changes to tax treatment of pensions on death, there has been talk around the order of income in retirement being turned on its head.

  • Tilley: Transfer reform welcome but SSAS governance is key

    At first glance, DWP’s June 2026 consultation on proposed changes to the 2021 transfer regulations does something the industry has long asked for; it acknowledges that the current regime, while well intended, has created too much friction for some perfectly legitimate pension transfers.

  • Lisa Webster: Good news from DWP for SIPPs but not SSAS

    The DWP has just released its long-awaited consultation on the SIPP transfer regulations – and it’s largely encouraging news. As an employee of a reputable SIPP provider the changes are positive. SSAS providers may be less enthusiastic about some of the proposals.

  • Lisa Webster: Should tax-free cash always be taken?

    Since the Lifetime Allowance was abolished and replaced with the Lump Sum Allowance (LSA) and lump sum and death benefit allowance (LSDBA), we have seen an increase in SIPP members who want to take drawdown only – foregoing the right to take the associated pension commencement lump sum (PCLS).

Popular News

Latest News

The Financial Services Compensation Scheme has launched probes into two failed investment firms this week - IFA firm Verus Financial Services Ltd and investment provider Aspiro Research and Development LLP.

ISA and SIPP manager manager Jarvis Investment Management Limited has entered special administration this week as the firm closes its doors.

Fewer than one in five (18%) employees with a workplace pension have a clear retirement plan, despite more than half (51%) having already given a lot of thought to their financial needs in later life.

More than 3m UK pension pots remain lost worth a total £18.7bn, according to a Pensions Policy Institute study.

SIPP and SSAS provider and administrator InvestAcc has sold its Chartered Financial Planner business Vesta Wealth to its management in a £12m deal.

Only 16% of UK adults expect to stop work completely and enter full retirement with 30% expecting to continue working in some capacity during later life.

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