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.
SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner and SSAS adviser Doherty Pension & Investment Consultancy for £15.048m.
Barnett Waddingham’s SIPP business board has appointed SIPP market expert Mark Smith as an independent non-executive director.
The pension gender gap between single pensioners under 75 has reversed for the first time ever, according to analysis of DWP data.
A legal challenge against the Financial Conduct Authority’s decision to set up a redress scheme for former British Steel Pension Scheme (BSPS) members has been scrapped.
People who switch from full-time to working part-time three days a week face a pension penalty of up to £119,000, according to new research.
The north east is the cheapest place to be a pensioner, with over-65s needing an annual income of £14,782 to cover spending, according to a new survey.





