Latest Columns
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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.
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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.
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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.
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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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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
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InvestAcc sells wealth manager for £12m
SIPP and SSAS provider and administrator InvestAcc has sold its Chartered Financial Planner business Vesta Wealth to its management in a £12m deal.
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3m UK pension pots worth £18.7bn remain lost
More than 3m UK pension pots remain lost worth a total £18.7bn, according to a Pensions Policy Institute study.
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Most workers have no retirement plan – survey
Fewer than one in five (18%) employees with a workplace pension have a clear retirement plan, despite more than half (51%) having already given a lot of thought to their financial needs in later life.
A report this morning from Hargreaves Lansdown found that the pension gender gap continues to grow.
Almost a fifth of retirees are being forced to return to work or to consider doing so because of struggling finances, research from Standard Life has revealed.
Schroders and the Pensions Management Institute (PMI) have today launched what they've called a Lifetime Savings Initiative, a project to shine a light on the challenges facing UK savers.
A 65-year-old with a £100,000 pension could get themselves up to £7,430 per year from an annuity, the highest since last October, according to data from Hargreaves Lansdown.
Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.
Underlying profit before tax rose 18% year-on-year to £17.1m (H1 FY23: £14.5m) for wealth manager and Financial Planner Brooks Macdonald for the six months ended 31 December.





