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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
A Sipp expert has questioned whether the FCA has the resources to police the new capital adequacy rules taking effect in September and what punishments firms failing to meet the requirements will face.

Rupert Curtis, the chief executive of Curtis Banks, says Suffolk Life was the perfect match for his firm after the £45m deal to acquire it from Legal & General was revealed.

A retirement planning boss believes that a single flat rate of pension tax relief could be the “boost to pensions simplification we’ve needed for a long time”.

FSCS bosses said today they see no end to the high numbers of Sipp-related advice complaints next year.

A Sipps expert fears the Government may be underestimating the complexity and costs attached to a new a flat rate of tax relief, amid reports this morning that such a change will be announced imminently.

Legal & General Group has sold off its Sipp provider Suffolk Life to rival firm Curtis Banks for £45 million in a move that will double the size of Curtis Banks.

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