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  • Lisa Webster: A calmer Budget? We hope so...

    As we head towards our new Downing Street leadership team’s first Budget, the waters seem relatively calm.

  • 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).

Popular News

Latest News
Xafinity, a specialist in pensions and employee benefits, has reported with sales of Sipps rising by 46 per cent, and SSASs up 27 per cent in 2012.

Dentons Pension Management has acquired RSM Tenon's bespoke Sipp arm Tenon Pension Trustees Limited for an undisclosed sum.

Hornbuckle Mitchell has expanded its Sipp offering by launching a new sole trustee Sipp for financial advisers.

Preserving wealth remains a top priority for high net worth individuals, according to a new survey.

Sipp provider AJ Bell has acquired financial magazine publisher MSM Media for an undisclosed sum.

Sipp provider Hornbuckle Mitchell has announced it is fully RDR-ready ahead of the 31 December deadline.

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