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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 Suffolk Life has called on planners and their clients to consider fixed and individual protection for 2014 as early as possible.

Sipp provider and wealth manager Mattioli Woods plc has acquired the entire share capital of Thoroughbred Wealth Management and its subsidiary Atkinson Bolton Consulting.

Helen Keays has announced she is to step down from the board of Mattioli Woods.

Pensions Minister Steve Webb MP is to spend a day working as an 'apprentice' at Hargreaves Lansdown on 30 July.

Ed Carey has been appointed as new managing director of City Trustees, the Sipp and SSAS arm of Mattioli Woods.

Aegon has found that the pension 'timebomb' has almost run out as consumers remain unprepared for retirement.

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