Concessions extended to in-specie transfers

FTAdviser latest:HMRC in-specie rule change to benefit Sipp and Ssas borrowers

Story by: Sharon Flaherty, FTAdviser

HM Revenue & Customs (HMRC) has extended its concessions to in-specie transfers to make it easier for people to review borrowing arrangements within Sipp and Ssas schemes.

  • Time published: 12:54
  • Date published: 02.07.2009
  • Published in: Pensions

New boys enter into Sipp and Ssas arena

A new Sipp and Ssas provider promises to take on more established rivals by offering full investment flexibility at one of the lowest prices in the market.

  • Date published: 01.07.2009

520 jobs at risk at Capita Sipps

Capita Self Invested (Personal) Pensions (CSIPS) has announced that 520 staff are at risk of redundancy, with a consultation due to take place on 15 July.

  • Date published: 01.07.2009

FSA looks into Sipps providers

The FSA is carrying out a review of 70 small Sipp providers, to see if they are adhering to its principles and rules and to identify any areas requiring the regulator’s “attention or intervention”.

  • Date published: 25.06.2009

Rowanmoor offers scheme illustration service

A scheme pension illustration service is being offered as part of Rowanmoor Pensions offering of pre-sales documentation.

  • Date published: 25.06.2009

IFAs arrested in suspected tax relief fraud

Eleven people, including some IFAs, have been arrested following raids in the North West and Midlands, linked to a £2.5m suspected tax relief fraud involving bogus pension schemes.

  • Date published: 23.06.2009

Pressure group aims to bring class action over Sipp tax

A class action case against HMRC is being sought to challenge taxation laws that currently see a portion of Sipp customers lose as much as 82 per cent of the value of the fund.

  • Date published: 22.06.2009

FSA reviews 70 small Sipp providers

The Financial Services Authority (FSA) is in the midst of conducting a review of around 70 Sipp providers, to assess whether they are "adhering" to its principles and rules.

  • Date published: 18.06.2009

Gov't ASP policy runs into flak

The government's decision to stick by its tax rules for alternatively secured pensions is indefensible, according to self-invested personal pension provider AJ Bell.

  • Date published: 18.06.2009

Sipp only option for drawdown: IFA

Pension providers are pushing clients seeking income drawdown to go into self-invested personal pensions (Sipps) in a bid to bolster sales and profits, according to an IFA.

  • Date published: 18.06.2009

Supplements

SIPPs - flying solo

It has been two decades since the SIPP was created. Mike Morrison, head of pensions development at AXA Winterthur Wealth Management, looks at their creation and how they have evolved

  • Time published: 00:01
  • Date published: 01.07.2009

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Features

AXA Winterthur's new generation of SIPP offering

Tony Moore, head of retirement development at AXA Winterthur, talks about the company’s new generation of SIPP offering; Family Suntrust.

  • Time published: 12:06
  • Date published: 12.06.2009

News Analysis

Clerical justifies DB transfer stance

Advisers without G60 certification told they cannot conduct execution only business.

  • Time published: 00:01
  • Date published: 01.06.2009

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