Latest Columns
-
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
-
EQRS appoints Accenture's Pritchett as CEO
Pension administration services company EQ Retirement Solutions has appointed Will Pritchett as chief executive officer to replace Duncan Watson, who will join the EQRS Board.
-
Defaqto reveals most recommended pensions and SIPPs
Royal London, Aviva and Quilter were the most recommended personal pensions in the first half of 2026, based on recommendations flowing through Defaqto Engage.
-
SIPPs and Financial Planning adviser in default
Norwich Financial Planning firm Signpost Financial Planning Ltd (FRN: 575237) - which provided investment and SIPPs advice - has been declared in default by the Financial Services Compensation Scheme.
-
SIPPs to play major role in private markets expansion
UK private market fund managers believe SIPPs will play a major role in expanding sophisticated and high-net-worth investor participation in private markets over the next five years, according to new research.
The Chancellor could introduce a limit to the tax-free lump sums taken from pensions, cut the pension annual allowance, and tax pensions when left to descendants to raise cash in the Autumn Budget.
Concerns about saving for retirement have reduced by 20% overall when compared to last year, according to a new report.
Nearly half of financial advisers have reported losing a female client after their partner has died, according to a report by platform and SIPP provider Fidelity.
Wrap platform Nucleus has opened its doors to electronic signatures for new business and client instructions to support remote working by advisers.
The Pensions and Lifetime Savings Association - the trade body that represents 1,300 pension schemes with 20m members - has joined the chorus of concern about the Government’s potential axing of the Retail Prices Index (RPI), the measure used to decide many annual pension increases.
Investment platform AJ Bell said the Government must ensure state pension data is available on the first version of pensions dashboards when they are launched in the UK.





