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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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Nigel Waterson, chair of the trustees at Now Pensions, has today announced that he is standing down after more than seven years in the role.

AJ Bell has launched two new income funds, each targeting an annual yield of 4% but with two different risk profiles and growth objectives. 

SIPPs operator Curtis Banks has enjoyed a double-digit profit boost, according to its latest end of year figures.

The FCA has revealed more than 600 so-called ‘ambulance chaser’, or claims management companies (CMCs), have registered with the authority.

Advice network Openwork has attracted a record turnout for a nationwide series of roadshows, introducing its expanded Protection Panel, as it opens up new markets and aims to fulfil a wider range of customer needs.

With 36 new recent sign-ups, more than 330 companies have now signed up to the Women in Finance Charter which now covers more than 800,000 employees working in financial services.

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