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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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Organisers have confrmed the go ahead for the London Powwow next month - described as an "unconference" for Paraplanners.

IFG, the parent company of Sipps specialist James Hay, has confirmed it has received a bid offer.

Aegon UK has purchased Novia Investment Services from Novia Financial Holdings.

Pension liberation fraud has been named the hot topic of 2013 in The Pensions Regulator's annual review.

A Sipps specialist has warned that failing to make clients aware of options to protect their pensions against significant tax charges could haunt them in future.

Three men have been banned from working in the financial services industry for "disgraceful failings" after £4m in commission was generated from moving investments unnecessarily.

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