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Earlier this week I spoke at a TISA seminar on Mastertrusts. I was a bit of an interloper – Mastertrusts are certainly not my specialist subject – but I was asked to talk about lessons to be learnt from the Sipp market.

The UK’s Self Invested Personal Pensions (SIPP) industry has recently been shaken by the outcome of the Berkeley Burke case in relation to SIPP investments.

Richard Mattison, director at SSAS specialist Whitehall Group, comments on the scrapping of the Lifetime Allowance, the raising the Annual Allowance and the unintended consequences they could cause.

So, Budget 2015 brought us another change to the lifetime allowance (LTA), with the proposal to reduce it from £1.25 million to £1 million. This now seems to be the pension policy of choice for at least two of the main political parties.

This year's AMPS annual conference was a great success with a 120 attendees and a wide and varied range of subject matter covered. As always there were number of topics which will be of interest to advisers.

Sometimes you spot something a bit left field that makes you wonder about the wider implications and whether trouble is just over the horizon.

  1. Morrison blog: Upturn in people interested in taking cash out
  2. Mike Morrison: Govt call for firms to up their game is ironic
  3. Andrew Roberts' Blog: No more pension change please
  4. Andrew Roberts' Blog: Capital adequacy changes fail clarity test

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