HeyJaredCaitlin Southall
- Indexed articles, last 90 days
- 3
- Latest publication
- Aug 14, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
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- Jul 14, 2026
Latest articles
PCLS after age 75: Addressing a common misconception (opens the original)
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As expected, following the inheritance tax reforms announced in the 2024 Autumn Budget, advisers and clients are increasingly seeking clarity on whether pension commencement lump sum (PCLS) benefits remain accessible after age 75 and consequently, at WBR we have seen a noticeable increase in related enquiries over the past six months. While the legislation itself has not changed around PCLS payments, the frequency of these enquiries has increased as members re-assess how and when to access their
Pension adequacy – are we focusing on the wrong measure of success? (opens the original)
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Over the past decade, the UK pension system has undergone significant change. Pension freedoms, the abolition of the lifetime allowance, the upcoming inheritance tax changes and the ongoing development of pensions dashboards have all transformed how people save for and access retirement income. Most notably, auto-enrolment has succeeded in bringing millions of people into pension saving, turning pensions from something people had to actively choose, into a normal part of working life. By that me
Everything advisers need to know on MEES regulations and pensions (opens the original)
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In mid-June, the government issued its interim response on their seven-year journey to strengthening Minimum Energy Efficiency Standards (MEES) in the non‑domestic private rented sector. Some may recall their previous consultations in 2019 and 2021 where the plans to implement a minimum energy efficiency standard of ‘B' was introduced. As a reminder, MEES regulations require that a non-domestic property has a minimum energy performance certificate (EPC) rating of ‘E' before it can be let or sold
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