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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
The retirement prospects of millions of over-50s rely on downsizing, an inheritance or a lottery win, according to new research.

The government has decided to put on the back burner any change to the auto-enrolment charge cap and will keep it at 0.75%.

Pension transfer value from the end of September to the end of October (as measured by the Xafinity Transfer Value Index) have remained relatively stable, fluctuating between £229,000 and £234,000, the company’s data shows.

SIPP provider STM Group said today that its chief executive Alan Kentish has been released from arrest by the Royal Gibraltar police as of 13 November “without any charge.”

Shares in SIPP provider STM Group were suspended from the AIM market today at 7.30 am as the group - whose chief executive was arrested in October - announced an acquisition.

The Treasury says that a further 26 companies have signed up to the Women in Finance Charter, including Old Mutual Wealth, Allianz, the Bank of England, Deloitte and Tesco Bank - increasing the number of employees covered by the Charter to over 600,000.

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