Displaying items by tag: SSAS News
Martin Tilley: How the Budget has changed Pensions
As we near the end of the year and look forward to 2025, it’s difficult not to reflect on the year to date. 2024 presented new challenges for the pension industry, most notably in respect of the implementation of the lifetime allowance abolishment and more recently, the announcement that from 2027, ‘unused’ pension benefits will be subject to inheritance tax.
Caitlin Southall Joins WBR as head of SSAS proposition
Independent SSAS provider WBR Group has appointed Caitlin Southall to the newly-created role of head of SSAS proposition.
WBR acquires Bristol-based SSAS administrator.
Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired SSAS administrator NM Perris & Co Ltd.
SSAS provider WBR Group appoints Leicester lawyer
SSAS provider and tax adviser WBR Group has appointed corporate lawyer Roy Botterill as director of law.
Martin Tilley: Pensions entering a 'corridor of uncertainty'
As the England cricket team play their last home test series of the summer, I am reminded of a term popularised by the former England batsman Geoffrey Boycott.
FSCS investigates failed SSAS-linked DFM firm
The Financial Services Compensation Scheme has opened an investigation into failed DFM and SSAS investment firm Central Markets Investment Management (CMIM) Limited.
Martin Tilley: Demystifying the Adviser Role in a SSAS
Small self-administered schemes (SSASs) turned 50 last year and it is fair to say that their popularity and endorsement has been mixed over that period.
Martin Tilley: Who will vet professional trustees?
In my last article for SIPPs Professional, I focused on the role of the professional trustee and outlined the fiduciary responsibilities cast upon them as emphasised by the Pensions Ombudsman (TPO) in its case PO-256984.
Martin Tilley: SSAS polarisation concerns
In his latest column for SSAS expert Martin Tilley looks at the polarisation threat to the SSAS market.
SSAS firms hail victory as DWP ditches £10k levy plan
SSAS providers have hailed a victory as the Department of Work and Pensions has ditched a plan to potentially charge SSAS schemes a £10,000 general levy.