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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
The FCA has issued a warning about scammers running a clone of Bestinvest, the well known SIPP and direct investment firm run by Financial Planner and wealth manager Tilney.

International Sipp provider STM Group hopes relocating will allow it to be more “UK centric”, the firm’s interim results have revealed.

The Association of British Insurers (ABI) has launched a new campaign urging younger workers to “Love Your Pension”, as part of the industry’s commitment to auto-enrolment.

A record number of people have enrolled into occupational pension schemes, according to new data from the Office of National Statistics (ONS).

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.

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