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SIPP

Pensions

RP: 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 12 August 2014 •

Income

What would you do? A case study in pension planning

If a client came to you in this situation how would you deal with them? David Trenner sets the case study and provides a model answer.

clock 12 August 2014 •

Pensions

Ashcourt Rowan sells remaining SIPP business to Mattioli Woods

Wealth manager Ashcourt Rowan has sold its remaining SIPP and SSAS business to Mattioli Woods.

clock 11 August 2014 •

Pensions

Dentons acquires SIPP book from Michael Ambrose group

Dentons Pension Management has acquired the self-invested personal pension (SIPP) book from MAB Pensions, part of the Michael Ambrose group, the Leicester based financial advice and pension administration providers for an undisclosed sum.

clock 08 August 2014 •

Pensions

SIPP fees could shoot up 30% under cap ad rules, provider warns

The cost of investing through self-invested personal pension (SIPP) wrappers will increase after new capital adequacy rules come into force, a provider has warned.

clock 07 August 2014 •

Pensions

FCA: Commercial property in SIPPs is 'standard asset'

The Financial Conduct Authority (FCA) has added UK commercial property as a 'standard asset' eligible to be held within self-invested personal pensions (SIPPs), as it confirmed operators will have to hold a minimum of £20,000 under finalised capital adequacy...

clock 04 August 2014 •

Pensions

FSCS 'expects' more IFA failures from SIPP investigations

The Financial Services Compensation Scheme (FSCS) said it expects the number of advisory businesses declared in default as a result of its investigations into self-invested personal pension (SIPP) advice to rise above the current four.

clock 29 July 2014 •

Regulation

Lawyer declares Berkeley Burke ruling a 'game changer' for SIPP providers

Self-invested personal pension (SIPP) providers "must feel very nervous" today, according to a law firm, after the Financial Ombudsman Service (FOS) made a "game changer" of a decision against Berkeley Burke SIPP Administration.

clock 25 July 2014 •

Regulation

FCA finds poor pension transfer advice; writes to SIPP CEOs over firm failings

The Financial Conduct Authority (FCA) has found evidence of poor pension transfer advice, and, in a separate review, has written to the CEOs of self invested personal pensions (SIPP) providers raising concerns over firm failings.

clock 21 July 2014 •

Pensions

What's behind the spike in SIPP advice claims?

What's behind the spike in compensation claims handled by FSCS?

clock 18 July 2014 • 7 min read
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