Bookmark Us

Latest Columns

  • 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).

  • Tilley: Are we asking too much of pension savers?

    Working in UK pensions, I’ve always accepted that the system evolves. Fiscal pressures change, demographics shift, and governments recalibrate policy objectives. But even allowing for that, the pace and volume of legislative change in the pensions space over the last few years feels unprecedented, and in my view increasingly problematic.

Popular News

The number of clients contributing £60,000 to their SIPP has increased 61% since the annual allowance was raised in the 2023/24 tax year, according to new data from investment platform Hargreaves Lansdown.

The Government’s plans to rush through its Bill to cap salary sacrificed pension contributions are being rushed and risk having damaging consequences for UK pension saving, according to Baroness Ros Altmann.

Aberdeen Investments is the latest asset manager to call for investment trusts to be included in the Pension Schemes Bill.

The total value of premiums paid into individual pension annuities grew 4% to £7.4bn in 2025, according to the latest data from the Association of British Insurers (ABI).

The Financial Ombudsman Service received 47,300 new complaints between October and December, broadly stable with the previous quarter (46,300).

Political and economic uncertainty has led to a quarter (23%) of Britons more likely to put money into cash over investments than they were previously, according to a new report.

Subscriber Login

Please log-in or register to read site content