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

Latest News

Market uncertainty in January spurred UK savers to withdraw £642m from retail funds, the first outflows since March 2020.

The Financial Conduct Authority (FCA) has introduced a cap on fees for claims management companies (CMCs).

Aviva, which has a significant SIPP business, is to acquire Financial Planning-focused wealth manager Succession Wealth for £385 million.

Online D2C platform interactive investor has launched what it calls an ‘ultra low cost’ SIPP with a flat fee of £12.99 a month.

Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.

Sky News is reporting that wealth manager and Financial Planner Brooks Macdonald is plotting a £300m bid for fund manager 7IM.

Subscriber Login

Please log-in or register to read site content