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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.

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The chief executive of a Sipp provider has said his firm will steer clear of becoming a direct competitor in the platform market despite an alliance with a wrap platform tech company.

There has been a significant rise in clients wanting to use a Sipp or SSAS to help fund the purchase of a new commercial property, a law firm has reported.

The Government should cough up the costs of the new retirement guidance service for the first year, a pensions firm believes.

An investigation by an influential group of MPs has commenced into automatic enrolment, taking account of the changed context arising from the Budget reforms.

Pension schemes should not rest easy from Scots voting no to independence, a Sipps firm warned this morning, as experts signalled they still see significant change on the horizon.

An adviser relationship manager from AJ Bell has left to bolster Xafinity's Sipp and SSAS sales team.

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