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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 Planner and wealth manager Saunderson House has parted company with its investment director Chris Sexton after 14 years.

Liberty SIPP is to be wound up and its assets merged with rival EBS Pensions, part of the Embark Group.

Baroness Ros Altmann is due to give a prestigious lecture on pensions at London’s University of Westminster.

Financial services providers have pledged to provide more support to victims of financial abuse with the introduction of a voluntary Code of Practice.

Cross-border financial firm STM, the owner of  London & Colonial, is to acquire the majority of rival SIPP firm Carey Pensions for £400,000 as Carey prepares to tackle a major SIPPs court case.

Punter Southall Aspire, the savings and workplace pensions business, has acquired JDP Financial Services, a firm of independent Chartered Financial Planners based in Bedford, for an undisclosed sum.

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