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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
Financial services firm STM has completed its £400,000 takeover of troubled SIPP provider Carey Pensions following the granting of FCA approval for the deal.

An accounts manager who tried to hide the fact that restaurants had not given their staff workplace pensions has been ordered to pay £5,000.

XPS Pensions Group has made a new senior appointment at its London office.

The Financial Ombudsman has reported a rise in the number of SIPP complaints it upheld in its third quarter to 59% in the period from Oct to December.

Mattioli Woods, the wealth manager and SIPP firm, has made 18 staff redundant from a workforce of 622 as it pushes through “operational efficiencies” following a period of rapid expansion and acquisition.

Xafinity SIPP and SSAS Services, part of the XPS Pensions Group, has reported an increased level of activity in commercial property transactions in 2018.

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