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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
New premiums driven into personal pensions and Sipps increased to £3.8 billion in the first quarter of 2016, according to data from Equifax Touchstone.

Two Sipp firms have announced they have met the FCA’s new capital adequacy requirements.

There has been an increasing trend among Sipp clients to buy land with their pension funds, a Sipp firm has reported.

Momentum Pensions, a Malta-based international pension specialist and independent pension trustee, has launched its first UK SIPP residents called the Momentum SIPP.

Sipp and SSAS provider Charles Stanley wants to be the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.

Glasgow-based SIPP provider @sipp has acquired Essex-based Alfa Trustees Limited as a part of a drive to expand in the south of England.

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