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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

The FCA has revealed that 50% of authorised firms previously using the Gabriel data reporting system have moved across to the regulator’s new RegData data collection system.

SIPP provider Curtis Banks has appointed Jill Lucas as non-executive director. She has also been appointed chairwoman of the SIPP provider's fintech Dunstan Thomas.

The FCA halted 343 applications for authorisation from firms and individuals in 2020 in a clampdown to protect consumers.

Pension campaign and networking group The Pension Playpen - founded by pension expert Henry Tapper - is to relaunch in February as a fintech company aimed at the pensions industry.

FCA regulated stockbroker and investment platform app Freetrade has launched a SIPP, administered by Gaudi.

Fund platform and SIPP provider Fidelity has relaunched its consumer wealth management service as a restricted advice proposition called Fidelity Wealth Management.

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