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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
A Buckingham based wealth management firm is set to be taken over by Mattioli Woods in a deal worth £7m.

The FCA must fire a warning to firms that barriers stopping savers accessing their pensions are unacceptable, the Government has commanded.

Parmenion has reported that it has processed nearly 3,000 applications for its in-house Sipp in its first year.
The company said this represented over £200m of assets.

A Sipp firm claims its new proposition shows it has risen to the challenge laid down by the FCA for operators in the sector to up their game.

A Sipps firm’s compliance manager has become a golfing champion.

A senior manager has been appointed by Walker Crips to take responsibility for Sipps on a bespoke basis for individuals, trusts and charities.

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