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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).

Popular News

Latest News
Glasgow-based SIPP firm @sipp has announced a two-fold increase in profits for the year ended 31 March.

New figures from the Office of National Statistics have revealed that retired households saw a bigger jump in disposable income than their non-retired counterparts.

STM Group, the cross-border financial services group which offers an International SIPP, is planning to expand its senior staff as the firm seeks to grow through acquisition.

A new report, by the FCA Practitioner Panel, has highlighted that the regulator has room for improvement in international regulation and Brexit.

Wealth management and financial advice association PIMFA has hit out at the Government after it was reported the pensions dashboard idea could be in jeopardy.

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