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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
Sipp and SSAS firm Talbot and Muir has acquired the SSAS administration business from Oval Financial Services for an undisclosed sum.

Xafinity has reported a milestone in its commercial property investments for its SSAS and Sipp clients.

Nearly a third of people in their 40s have no plans at all to fund their retirement and one in ten say they will 'work until they drop'.

A new investment option is available to LV= clients via the firm's Sipp and personal pension.

'Absolute carnage' could be ahead as smaller companies struggle to contend with compliance for auto-enrolment, an adviser has warned.

The volume of compensation claims relating to advice given to consumers to switch from conventional pensions to a Sipp is growing rapidly according to the Financial Services Compensation Scheme.

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