SIPP due diligence: Six new questions to ask

SIPP due diligence: Six new questions to ask

clock • 5 min read

Advisers need to scrutinise providers' future business strategies and how they are set to manage upcoming changes in regulation and legislation. Martin Tilley explains...

Industry publications have long provided useful guides as to the criteria advisers should assess when selecting a SIPP operator. Historically, a key driver in this process was the level of fee charged by the operator. However, as SIPPs have matured, advisers have realised there are a myriad of other criteria which have a material impact on the overall proposition they intend to deliver to clients, not least the administrative service provided by the operator. SIPPs at whatever level - but particularly at the medium to top end of the market - are more than just a product, and SIPP oper...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Crucial advice issue: Death benefits detail advisers need to know

Crucial advice issue: Death benefits detail advisers need to know

Important differences from previous regime

Andrew Tully
clock 05 April 2024 • 4 min read
British Steel a stark reminder of obligations around client files

British Steel a stark reminder of obligations around client files

Lawyer Philippa Hann reflects on her work around the pensions case

Hope Coumbe
clock 27 March 2024 • 2 min read
SSAS and the general levy: A victory for common sense

SSAS and the general levy: A victory for common sense

The value of SSASs after general levy consultation outcome

Caitlin Southall
clock 26 March 2024 • 5 min read