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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).

Popular News

Latest News
New standards for professional pension trustees have been published today by the Professional Trustee Standards Working Group.

Curtis Banks has today unveiled a new website and digital adviser portal to enable greater access to SIPP plans and more ability to manage accounts.

Organised crime groups led by married couples or families are running pension scams worth millions of pounds, according to The Pensions Regulator.

A new survey has revealed 85% of respondents believed all DB schemes should allow partial transfers.

Bruno Schroder had died following a short illness.

A recently-published court ruling could open HMRC up to new claims from investors who accidentally lose lifetime allowance ‘protection’ by forgetting to stop paying contributions to their schemes.

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