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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 and wealth manager Mattioli Woods has welcomed a decision which could pave the way for compensation pay-outs to investors who used a failed SIPP firm.

Three SIPP operators have been declared in default by the FSCS after 150 claims were received, the body announced today.

International SIPP provider STM has agreed with the Gibraltar regulator to use Deloitte to carry out a Skill Persons Review of the company following previous intervention by the watchdog.

Pension transfer values remained high during 2017, figures showed today.

The liquidation of Carillion, one of the UK's largest construction companies, should set off “alarm bells” for pension savers, says the chief executive of wealth manager deVere.

SIPP provider Curtis Banks's annual trading update for the year ending December showed with an increase in total SIPP numbers of 8,798 to 76,474.

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