Raising the bar

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Alistair Hardie discusses how SIPP providers can work with advisers to ensure clients get the most from their investments

What value can SIPP providers offer to advisers in the fund selection and management process? Value can be very difficult to demonstrate and measure. For SIPP providers, the basic test is their ability to provide a responsive and excellent experience for the adviser and their clients. Support of the adviser’s investment process is to provide access to most, if not all, HMRC investments and to execute transactions on a timely basis. There is the opportunity for providers to raise the bar in terms of value delivery by developing a deeper understanding of the adviser’s investment philosophy...

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