Bookmark Us

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
Rule changes to make advising on the transfer of safeguarded pension benefits into flexible benefits a regulated activity could lead to further up skilling in the industry, a pensions expert believes.

A senior figure at a Sipp firm fears operators could put their balance sheets before the best interests of consumers if the FCA fails to get its latest capital adequacy plans right.

Woodford Investment Management has invested £21million in AJ Bell, the company has announced.

The FCA has proposed changes to the new capital adequacy rules - including a relaxation of the frequency of calculating AUA - which it says will reduce firms’ compliance costs.

Co-founder of Sipps firm Mattioli Woods, Bob Woods, will step down as executive chairman next year to take on a new role.

A director at Suffolk Life has left the company after it ended a strategy of pro-active acquisition of Sipp books.

Subscriber Login

Please log-in or register to read site content