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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
The Association of British Insurers has today launched what it says is its first comprehensive review of the UK's retirement needs.

New research from unbiased.co.uk's GetAdvised campaign reveals that consumers are wary of starting a Sipp without taking independent financial advice first.

The aggregate IAS19 deficit for UK corporate pension schemes dropped for the third month in a row in October and now stands at £620bn, according to Xafinity's corporate pension deficits tracker.

AJ Bell has signed up former England cricketing star Freddie Flintoff to speak at its first Investment Conference which is now fully booked.

According to the 2013 edition of Pension Markets in Focus, pension fund assets achieved high returns in almost all OECD countries in 2012, with a real return greater than 5% in 18 countries.

The author who claims to be the UK's first Isa millionaire, Lord Lee, has written a 'financial autobiography' revealing his investment methods and philosophy.

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