Insights & briefings

Annual and lifetime allowance changes In the Budget on 11 March, it was announced that from tax year 2020/21, the "adjusted income" figure above which the individual's annual allowance is subject to a tapering reduction is increased from £150,000 ...

The evolving situation in relation to Covid-19 has given rise to numerous issues for the SIPP and SSAS sector over the past few months.

On 18 May the High Court handed down its long awaited ruling in the case of Adams v Options SIPP UK LLP (known as the Carey Pensions case).

Pensions Ombudsman service: impact of Covid-19 In a statement on its website, the Pensions Ombudsman's office says that due to all its staff working remotely, it is currently only able to accept online applications and e-mail enquiries and cannot ...

Covid-19 guidance The Pensions Regulator has issued various Covid-19-related guidance since the onset of the pandemic.  Much of the guidance is aimed at larger occupational pension schemes, but the following guidance potentially has some relevance...