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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).

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Latest News
The proportion of Sipp complaints upheld during this financial year is higher than the last, with one quarter still to go.

Sipps specialist and wealth manager Mattioli Woods has announced a deal to buy specialist fund manager Amati Global Investors Limited from Amati Global Partners LLP for £3.33m.

Retirees can use £1,500 from their pension pots to pay for financial advice from April, it was announced this afternoon.

Workers quickly ditch plans to boost pension contributions when their salary goes up, neuroscientists have found.

A new pension scam helpline has been set up by Zurich and The Pensions Advisory Service.

The number of pension transfers out of DB scheme cases that were analysed by advisers and Paraplanners in 2016 rose significantly, research suggests.

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