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

Consultancy firm Barnett Waddingham has appointed Emily Crotty as head of SIPP risk and Rebecca Smith as head of SIPP finance.

The number of centenarians in England and Wales (aged over 100 years) increased 22% to 15,300 in 2024 (2014: 12,600), according to new data from the Office for National Statistics.

Pensions Minister Torsten Bell has been called on by Chancellor Rachel Reeves to help prepare the upcoming Autumn Budget, according to reports.

Over nine in ten (94%) of pension transfer cases reviewed by the XPS Scam Protection Service raised at least one scam warning flag in July.

Aegon’s adviser platform saw a drop in net outflows to £1,447m in the first half of 2025.

Adviser platforms reported the strongest quarterly net sales figures in three years in the second quarter, according to new data.

Subscriber Login

Please log-in or register to read site content