Bookmark Us

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

DB pension transfer activity increased ‘marginally’ in May - reversing a downward trend - with transfer values remaining stable, according to the latest XPS Pensions monthly transfer report.

Invesco has launched a retirement-income focused fund of funds within its Summit range.

While overall pension transfer volumes have been increasing, transfer times have been decreasing, according to new data published by fintech Origo.

The FCA has provisionally decided to ban and fine three individuals who were involved in running SVS Securities Plc, a discretionary fund manager which ran a SIPP and went into administration five years ago.

The FCA has urged victims of unauthorised financial adviser Ian James Hudson to come forward by 3 July after a court ordered compensation for his victims.

Barnett Waddingham (BW) has appointed Nick Cooper as its new head of propositions for SIPP.

Subscriber Login

Please log-in or register to read site content