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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

AJ Bell has promoted Ryan Hughes to be its new investments director to lead its range of multi-assets funds and the managed portfolio service for financial advisers.

Industry colleagues, friends and family are mourning the death of consumer champion Caroline Rookes, chair of The Pensions Ombudsman.

The FSCS, the government-backed financial safety net scheme, has published a series of case studies to warn consumers about the potential risks of consolidating pensions into one plan.

There was a near 10,000 rise in the number of complaints about SIPPs and non-workplace pensions in the first half of 2023, according to the latest FCA Complaints Data report.

Hargreaves Lansdown has reported an 8,000 rise in client numbers to 1.812m in the latest quarter thanks - in part - to a rise in SIPP customers, according to a trading update issued today.

Advised customers increased 10% year-on-year to 159,256 for platform and SIPP provider AJ Bell for the year ending 30 September.

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