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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 provider Xafinity has seen a 108 per cent increase in the number of new property Sipps being set up.

The Financial Conduct Authority has stated that the policy statement for the Sipp capital adequacy reform will be issued at the end of the year.

Some 14.7m people are unsure when they will be able to retire, according to Barings Asset Management.

Liberty Sipp is planning a campaign to highlight the high time and costs involved in in-specie property transfers.

Sipp provider Taylor Patterson is holding its first CPD seminar for legal professions to help improve understanding of pension planning and trusts.

The director of DP Pensions disagrees that the Financial Conduct Authority's capital adequacy requirements should be based on asset value.

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