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Latest Columns

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

Latest News

Berkshire Financial Planner Tavistock has terminated its 10-year strategic investment partnership with Titan Wealth, blaming “unacceptable performance.”

Leading industry pensions and advice sector experts have welcomed Labour’s victory as a chance to push forward some key financial reforms but some have raised questions about the clarity of Labour's pension and advice priorities.

Two pension adviser firms have been declared as failed by the Financial Services Compensation Scheme with one being hit with a successful SIPP claim.

Wealth management trade body PIMFA has urged the Financial Ombudsman Service to push up proposed cases fees for CMCs to better share the burden of costs between between claimants and firms hit by a complaint.

The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved a little closer this week after receiving approval from the FCA.

Pension and investments provider Aegon has launched a client reporting tool for Financial Planners and advisers to use across the firm’s Retirement Choice and One Retirement platforms.

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