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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
Two thirds of unretired over 55s believe that it should be compulsory to receive financial advice at retirement, a poll found.

Dentons has reported a record breaking first quarter for new business, with transfers from other Sipp operators cited as a key factor.

Traditional inheritance may be dying out, with a rise in 'giving while living', research has suggested.

Specialist Sipp administrator Curtis Banks Group plans to embark on an £85m flotation on the Alternative Investment Market.

Sipp related claims have again been blamed as advisers brace themselves to be hit with a £100m bill.

A former Yorsipp and Hornbuckle Mitchell manager with more than 30 years of experience in the industry has moved to Xafinity.

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