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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
More firms should axe exit fees and increase their transparency as part of measures to boost SSAS and unlock the market’s potential, a pensions specialist says.

A Sipp and SSAS firm has snapped up a consultant from Friends Provident International with extensive experience of working in the pensions sector.

The FCA has reported that there has been a fall in consumers accessing their pension pots for the first time since the new rules came into effect.

The vast majority of consumers (88%) are missing common warning signs of a pensions scam including a growing trend by scammers to offer bogus “free financial advice”, the Citizens Advice Bureau has warned.

Rathbone Unit Trust Management is to launch four offshore funds, offering Europe-based investors access to its funds for the first time.

Hargreaves Lansdown has revealed that one eager Sipp investor has just driven a 500 mile round trip from Norwich to Bristol to ensure he beat the end of tax year deadline.

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