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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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The Pensions Ombudsman has told a firm it must pay out after a client complained about the “incorrect and inconsistent valuation of his pension fund”.

The industry body representing Sipp and SSAS providers has handed out a trio of Honorary Lifetime Memberships.

Pension transfer values increased by 15% at the end of 2016, figures today showed.

The Pension Advisory Service has launched an online pension scam guidance tool to help consumers and others spot pension cons.

Almost half of workers would stay in work if they were offered more flexibility by their employers in later life, according to new research.

Mattioli Woods has shaken hands on a new five-year deal with BNY Mellon’s Pershing to help safeguard client investments.

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