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
A financial advice firm has launched a white labelled full Sipp through Talbot and Muir after becoming "increasingly disenchanted" with mainstream Sipp operators.

Alan Sugar’s former Apprentice adviser says the image of the pensioner as an old person crossing the road has been confined to a thing of the past - as a survey unveiled many over 55s looking to become later-life entrepreneurs.

Standard Life has detailed plans to introduce “greater automation” to its Sipp drawdown process.

Losses due to pension scams were close to £2,500,000 from July to August, police figures have indicated.

A radical overhaul of the pensions and savings system should include the creation of ‘an ISA warehouse’, a Centre for Policy Studies analyst has proposed.

A Sipps and SSAS firm has decided to scrap all member “transfer out” fees for UK based schemes.

Subscriber Login

Please log-in or register to read site content