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  • Lisa Webster: Take the pension first? Think again

     

    With the impending changes to tax treatment of pensions on death, there has been talk around the order of income in retirement being turned on its head.

  • Tilley: Transfer reform welcome but SSAS governance is key

    At first glance, DWP’s June 2026 consultation on proposed changes to the 2021 transfer regulations does something the industry has long asked for; it acknowledges that the current regime, while well intended, has created too much friction for some perfectly legitimate pension transfers.

  • Lisa Webster: Good news from DWP for SIPPs but not SSAS

    The DWP has just released its long-awaited consultation on the SIPP transfer regulations – and it’s largely encouraging news. As an employee of a reputable SIPP provider the changes are positive. SSAS providers may be less enthusiastic about some of the proposals.

  • 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).

  • 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.

Popular News

Latest News
James Hay, the Sipps and platform specialist, has updated its Modular iSIPP by extending the switch on/switch off approach to non-pension wrappers.

Retirees will be forced to seek higher risk investments in future because of low Bank of England base rates, believes the head of a global financial advisory firm.

Neil Woodford's successor at Invesco Perpetual will be one of the headline speakers at AJ Bell's 2014 conference.

Retirement planning advisers have told how regulation is their overriding fear in the wake of RDR.

Friends Life has confirmed it is raising a fee on some Sipp products by 21.2%, affecting about 2,000 customers.

A wealth management firm based in London has announced it is opening its first office in Wales.

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