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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
Curtis Banks PLC has announced today that it has acquired the Full SIPP business of Alliance Trust Savings which will result in the transfer of almost 6,000 Sipps worth approximately £2bn in assets under management.

Zurich has launched a new Pension Planning tool to allow people to calculate how much they are likely to receive as retirement income.

Martin Tilley, head of technical support at Dentons Pensions, has forecast that "a third to a quarter" of Sipp providers could quit the market in the next few years.

Hornbuckle Mitchell is calling on Sipp providers to be more transparent with their capital adequacy reserves as advisers focus on the financial stability of their chosen product providers.

Sipp provider Hornbuckle Mitchell has cut its Sipps set-up fees by 30 per cent to celebrate its 30th anniversary.

Sipp provider and Institute of Financial Planning sponsor Suffolk Life has reached £5bn in assets under administration this month.

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