Latest Columns
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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.
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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.
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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.
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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).
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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
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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.
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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.
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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.
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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.
Many adults have never discussed retirement plans and finances with their parents despite the impact it might have on later life care, according to new research.
Defined benefit transfer values rose nearly 4% during May with the number of members taking a transfer value also increasing from the record low observed in April.
Barnett Waddingham has warned that there are likely to be too few advisers to meet demand from the 120,000 pension savers a year it predicts will need DB transfer advice.
A record 1m more people will reach the Pension Freedom age of 55 his year and this ‘peak’ will last for several years, according to new analysis.
The Financial Conduct Authority says it will ban most contingent charging on DB pension transfers as part of a raft of measures designed to tackle ‘weaknesses’ in the DB transfer market.
The FCA has today launched a survey of 13,000 regulated firms to assess how their ‘financial resilience’ may have been affected by the Coronavirus outbreak.





