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  • 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

SIPP and SSAS provider Dentons has acquired Brown Shipley’s pension admin business and professional trustee company for an undisclosed sum. 

Platform and SIPP provider AJ Bell will remove the VAT charge from its Managed Portfolio Service (MPS) from 1 October.

AIM-listed adviser platform and SIPP provider Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.

The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.

Lindsay Hudson is to join Aegon Asset Management as head of inclusion and diversity from Invesco where she has worked since 2015.

Divorce was the second biggest cause of a derailment of retirement plans according to the Great British Retirement Survey, but financial advice is often not taken during divorce proceedings.

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