Bookmark Us

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

Selftrade, one of the oldest retail investment platforms, has re-branded as EQi and announced plans to boost its SIPP services

Men and women are over-estimating how many years they will live, according to a new study.

Wealth manager St James’s Place saw profits slump in 2019 after a “challenging year” for the wealth management sector.

Government-backed financial guidance body the Money and Pensions Service (MAPS) has appointed 11 leaders tasked with transforming UK financial wellbeing over the next 10 years.

Embark Group, the owner of Rowanmoor, has restructured its pensions businesses with a new joint chief exec to run them and two senior executives leaving.

Carey Pensions, the SIPP firm bought out last year after being hit by a major court case, has been relaunched under a new name, Options.

Subscriber Login

Please log-in or register to read site content