More than four-fifths (84%) of advisers are struggling to accurately calculate the tapered annual allowance for clients, Suffolk Life has found.
The self-invested personal pension (SIPP) provider said the majority of advisers were struggling to work out a client's income down to the pound, which was necessary when working out a tapered annual allowance. ...
Growth driven by platform business
No preferred charging model
To 1,552 families and businesses
HL and Liberty SIPP slowest
Lifetime and annual allowances