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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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The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.

Martin Tilley, former director of technical services at SIPP provider Dentons Pension Management, has moved to Hurley Partners where he has been appointed pension director.

The FSCS has appointed eight law firms to form its second legal panel, following what it called “a rigorous six-month procurement exercise.”

A new report into the BSPS debacle has heavily criticised regulators including the FCA and TPR.

A number of financial firms, as well as the FCA, have been rated as some of the top workplaces in the UK for being lesbian, gay, bisexual and trans (LGBT) friendly places to work.

Independent SIPP provider Curtis Banks has launched its new ‘Your Future SIPP’.

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