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Latest Columns

  • Tilley: Rebooting the FOS makes sense

    I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.

  • Lisa Webster: Pension age uncertainty lingers on

    We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.

  • Tilley: Are we asking too much of pension savers?

    Working in UK pensions, I’ve always accepted that the system evolves. Fiscal pressures change, demographics shift, and governments recalibrate policy objectives. But even allowing for that, the pace and volume of legislative change in the pensions space over the last few years feels unprecedented, and in my view increasingly problematic.

  • Lisa Webster: Beware IHT and pensions double taxation

    One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.

  • 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
SIPP provider Curtis Banks is to promote deputy chief executive Will Self to CEO in January as current CEO Rupert Curtis steps to take up a new "active" role as Founder and Senior Adviser.

Mattioli Woods, the wealth management and SIPP provider, has reported full year revenue up 16.2% to £58.7m with pre-tax profit rising by 27.3% to £9.8m compared to 2017.

A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers. 

IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.

A document, released under freedom of information laws, has shown The Pensions Regulator has called on pension schemes to cut transfer values.

Rowanmoor Executive Pensions has revealed a 214% increase in profitability and a 7% increase in client numbers, according to its latest figures.

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