Latest Columns
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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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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: 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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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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Government to increase SSAS scam protections
The Government has issued draft regulations to address concerns about scam risks for members of small self-administered schemes (SSAS).
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Transact adds new trust to help with IHT pension tax
Transact has unveiled the new Flexible Reversionary Trust (FRT) which it says will help advisers prepare for the April 2027 IHT changes when unused pension funds will be subject to IHT.
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James Jones-Tinsley: The pension challenges ahead
On 19 May, the Pensions Commission published its Interim Report on the state of retirement saving in the UK.
Platform and SIPP provider AJ Bell has reported a 37% rise in revenue to £103.6m for its half year ended 31 March, in figures out today.
The Financial Services Compensation Scheme has opened its doors to claims against two firms passporting into the UK to advise on pension transfers.
South West Financial Planner and accountancy firm Old Mill has acquired commercial property pension specialist Quro Financial Solutions for an undisclosed amount from its founders who are retiring.
M&G Wealth has added the full PruFund range of funds to its M&G Wealth Platform and has also made them available to SIPP clients.
The FCA has imposed restrictions on a financial adviser firm based in South Wales to prevent it from making unsolicited offers of £50 in redress to BSPS members.
The Financial Services Compensation Scheme has launched an investigation into Newport-based Prism Independent Financial Advisers Ltd (FRN: 515431).





