Bookmark Us

Latest Columns

  • 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
Rowanmoor, an independent SSAS provider and a bespoke Sipp operator, has appointed former Financial Planner Gareth Rose as a consultant for the North.

Nearly half of open market pension to annuity transfers were under £20,000 last year, research indicates. 

A new investment platform called Strawberry Invest, aimed at people who already invest online, has been launched.

Over a third of British consumers (37%) say they'll never save or invest for their retirement – compared to just 22 percent of people globally, according to a new study by Nielsen.

A quarter of people planning to retire this year are not ready to stop work, research indicates.

Liberty Sipp have announced a tie up with Barclays Stockbrokers, which Liberty says will make it easier for its clients to manage their pension pots.

Subscriber Login

Please log-in or register to read site content