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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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Chartered Financial Planning firm Fairstone signed up London-based Premier Portfolio Financial Services to its downstream buy-out programme.

Two financial adviser brothers, who conned 200 pensioners and vulnerable clients out of millions of pounds, have been jailed for a total of 11 years today.

Royal London director of policy Steve Webb has called for an end to what he called the “absurd” way pension withdrawals are taxed.

O&M Pension Advice is to cease activities as an Introductory Pension Transfer Advisory service.

Some 32% of pension savers using drawdown to fund retirement have no investment experience and two in five (41%) of these drawdown beginners have received no financial advice or guidance, according to new research.

SIPP operator Curtis Banks is further expanding into the UK commercial property market with the launch of two new companies.



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