Matthew Rankine: Think 'Paxman' on pensions

Three lines of inquiry

clock • 3 min read

When it comes to doing your due diligence with SIPP providers, says Matthew Rankine, it is perfectly acceptable to channel your inner Jeremy Paxman

As someone who spends much of his time trying to persuade advisers to put their clients' self-invested personal pensions (SIPPs) with my firm rather than with my rivals, I am used to being put on the spot. Advisers' questions range, quite rightly, from the fine detail of how our product works to how we charge for administering clients' pension investments. I expect and encourage advisers to give me a Paxman-style grilling - it is an essential part of their due diligence, after all. In recent months, however, many of the questions I face have got a lot more personal. From the innocuous...

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 Retirement

PA360: Crucial advisers can spot all vulnerability characteristics

PA360: Crucial advisers can spot all vulnerability characteristics

‘It is highly likely people in decumulation will have a vulnerability’

Hope Coumbe
clock 26 April 2024 • 1 min read
Inflation shocks driving another long uptick in annuity sales

Inflation shocks driving another long uptick in annuity sales

‘Customers should be careful that this is the right decision for them’

Hope Coumbe
clock 23 April 2024 • 1 min read
Advisers warn market volatility will threaten retirement plans

Advisers warn market volatility will threaten retirement plans

More than half expect clients to postpone or change plans

Isabel Baxter
clock 26 March 2024 • 2 min read