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  • Lisa Webster: A calmer Budget? We hope so...

    As we head towards our new Downing Street leadership team’s first Budget, the waters seem relatively calm.

  • 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.

  • 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.

  • 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.

  • 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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Latest News
A pensioner aged 76 who thought he was not entitled to the state pension has received a backdated windfall of £132,800 after intervention from an equity release adviser.

SIPP operator Curtis Banks has introduced the Prudential Trustee Investment Plan (Pru TIP) to its Your Future SIPP. 

Savers withdrew £2.75billion flexibly using the pension freedoms in Q2 2019, up 21% compared to a year earlier, new figures have revealed.

The Pensions Regulator has called for small pension schemes to quit the market after new research findings.

The FCA’s ‘Retirement Outcomes Review’ policy statement has come under fire from SIPPs specialists.

The Pension Scams Industry Group (PSIG), the voluntary body set up to support trustees, providers and administrators in combating pension scams, has appointed Tommy Burns as deputy chair.

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