Latest Blogs
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Tilley: Rebooting the FOS makes sense
I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.
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Lisa Webster: Pension age uncertainty lingers on
We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.
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Lisa Webster: Beware IHT and pensions double taxation
One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.
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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.
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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).
Popular News
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Mattioli Woods integrates Kingswood after merger
Wealth manager and SIPP provider Mattioli Woods has announced the integration of Kingswood Group under a unified Mattioli Woods brand, following the two firms’ merger last year.
The number of complaints received by the Financial Ombudsman Service climbed by more than 40% in the last three months of 2024.
The FCA confirmed this week that its requirement for regulated firms to have ‘Consumer Duty Champions’ has been axed.
Retirement sales at Aviva jumped by a third last year to £9.4bn, up from £7.1bn in 2023, the company said in its annual results published today.
The Pensions Policy Institute (PPI) has warned policymakers and the pensions industry to adapt to help gen Z’s retirement prospects which will be hit by their ‘unique’ financial pressures.
Simple defined contribution pension transfers took an average of 10.5 days to complete last year, according to new data.
Failed West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.





