Latest Columns
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Lisa Webster: Take the pension first? Think again
With the impending changes to tax treatment of pensions on death, there has been talk around the order of income in retirement being turned on its head.
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Tilley: Transfer reform welcome but SSAS governance is key
At first glance, DWP’s June 2026 consultation on proposed changes to the 2021 transfer regulations does something the industry has long asked for; it acknowledges that the current regime, while well intended, has created too much friction for some perfectly legitimate pension transfers.
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Lisa Webster: Good news from DWP for SIPPs but not SSAS
The DWP has just released its long-awaited consultation on the SIPP transfer regulations – and it’s largely encouraging news. As an employee of a reputable SIPP provider the changes are positive. SSAS providers may be less enthusiastic about some of the proposals.
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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).
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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.
Popular News
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SPP backs stronger SIPP rules but warns of over-regulation
The Society of Pension Professionals (SPP), which represents more than 20,000 pension professionals, has called for stronger protection for consumers who use SIPPs (self invested personal pensions).
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Pension industry needs strong AI governance
Pension schemes and providers must know where AI is being used, and need clear governance in place, workplace pension provider Penfold has warned.
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TISA urges FCA to avoid unnecessary SIPP red-tape
The Investing and Saving Alliance (TISA) has today urged the FCA to ensure stronger SIPP protections do not add unnecessary regulatory complexity.
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Experts say AI survey shows investor misunderstanding
New research from the FCA about AI published today - which suggests younger investors are placing their trust in AI for investment guidance - reveals some concerning misunderstandings, industry experts say.
The Financial Conduct Authority has warned two IFAs and a stockbroker that they face fines and regulatory action over their alleged role in a £5.9m SIPP pension transfer scam.
Almost a quarter (24%) of those retiring this year are quitting work earlier than intended due to the impact of the Coronavirus pandemic, according to a new report.
Pension transfer values briefly hit a new high in August as the FCA reviews potential redress for unsuitable transfer advice.
A father and son duo behind a failed SIPP firm - which saw investors hand over nearly £92m - have been banned as directors after repaying themselves over £1.3m ahead of creditors.
Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month.
Women are now almost twice as likely as men to feel ‘on the back foot’ on retirement planning as the Coronavirus pandemic battered their confidence, according to a new report from SIPP and pensions provider Aviva.





