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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

Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell'.

Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell'.

Wealth manager and SIPP provider Mattioli Woods has acquired a private equity firm and a major Financial Planning business in a £110m deal.

Wealth manager St James’s Place has launched a 'Care Concierge' service to help clients find and fund long term care.

Investment firm and platform provider Parmenion has joined the growing list of investment managers who have removed VAT from their Managed Portfolio Services (MPS).

Defined benefit pension (DB transfer) activity feel to the lowest level since September 2020 in April but red flag cases rose to a three-month high.

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