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SIPP

Pensions

FOS reviews 'game changer' SIPP ruling after protest

The Financial Ombudsman Service (FOS) is looking again at a decision against self-invested personal pension (SIPP) provider Berkeley Burke that lawyers at the time called a "game changer" for the SIPP market.

clock 02 September 2014 •

Pensions

Should SIPPs go into peer-to-peer lending?

Adam Wrench looks into the reasons why the SIPP industry should be looking more closely at the peer to peer lending market.

clock 01 September 2014 •

Pensions

Dear CEO: What the latest SIPP reforms mean

Fiona Murphy takes a closer look at the Financial Conduct Authority's (FCA) capital adequacy reforms, thematic review and ‘Dear CEO' letter for SIPP operators.

clock 01 September 2014 •

Technology

Why advisers should concentrate on what they offer, not how

The changes to pension provision announced in the Budget are far reaching. But in order to access a fragmented pensions market, advisers need to give equal importance to the underlying solution, as well as the method of delivery according to Harry Kerr....

clock 01 September 2014 •

Your profession

Berkeley Burke director Gareth Roberts leaves

Berkeley Burke director Gareth Roberts, who was in charge of implementing Retail Distribution Review (RDR) rules in the firm's wealth management division, has left the firm.

clock 26 August 2014 •

Income

Barnett Waddingham deal nudges SIPP assets over £1bn

Pensions firm Barnett Waddingham has bought Harsant Services' 2,700-strong self-invested personal pension (SIPP) book for an undisclosed sum.

clock 26 August 2014 •

Regulation

FSCS: 'Medium' risk of interim levy due to SIPP claims

There is a medium risk of an interim levy on life and pensions advisers from the Financial Services Compensation Scheme (FSCS) due to the volume of claims against self invested personal pension (SIPP) providers, it has said.

clock 22 August 2014 •

Pensions

Five things you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

clock 19 August 2014 •

Regulation

HSBC advisers took 15% commission for SIPP set ups

The scale of commissions taken by HSBC bank advisers for one-off pension transfer work has been revealed in a judgement delivered by the Financial Ombudsman Service (FOS).

clock 19 August 2014 •

Investment

Revealed: Harlequin boss misleads investors about FSCS support for troubled trust

Harlequin chairman David Ames is misleading investors into thinking the Financial Services Compensation Scheme (FSCS) backs a controversial trust he is trying to use to rescue his troubled overseas property scheme - a claim the FSCS denies - information...

clock 14 August 2014 •
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