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.
More than two fifths (44%) of people in the UK have not written a will, nor are they currently in the process of doing so, according to new research.
The aggregate surplus of DB pension schemes increased to £485.1bn at the end of October, according to the latest Pension Protection Fund (PPF) 7800 Index.
The Association of Member-Directed Pension Schemes (AMPS), the industry body representing SIPP and SSAS providers, has appointed Debbie Seaton of Seabridge SSAS Ltd as its new chair, taking over from Andrew Phipps.
The FCA has published new rules firms must follow when designing and operating commercial Pensions Dashboards.
A third (32%) of mass affluent savers between 35 and 54 are planning to increase their pension contributions, according to a new study.
Wealth manager and SIPP and investment provider Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.





