Latest News
Saunderson House gains 43 clients in three months
IFG Group reports growth in line with plans following acquisition of Sipp business James Hay Partnership.
Suffolk Life appoints new managing director
Industry veteran Will Self to take over role in July following David Hobbs’s move to L&G
Dentons to recruit after big increase in business
Sipp provider Dentons has recorded the busiest two months in its 33-year history, director of technical services Martin Tilley has revealed.
Hornbuckle boosts reserves ahead of FCA capital ruling
Provider says rival firms may be “reluctant to deal with financial advisers and clients wishing to invest in non-traditional assets”.
Suffolk Life acquires 280-strong Sipp book
Wealth management business says regulatory burden would mean that it would need to charge more than market rate.
Rebate ban threat to Sipp ‘revenue sharing’ models
New disclosure rules for Sipps firms and the potential extension of the rebate ban could pose challenges.
Analysis & Opinion
Product review: Jarvis IM X-O Sipp
Execution-only self-invested pension designed exclusively for UK-listed stocks and shares
Advisers need to be confident in their Sipp knowledge
More than 75 per cent of Sipp providers and advisers think the number of Sipp investors will increase this year
How modular approach will puts Sipps in to the mainstream
Advertorial: Innovations such as the modular offering emphasise that we’re at a fascinating stage in market’s development.
Sailing too close to the wind
Make no mistake about it: big change is coming to the self-invested personal pension industry in the next year or two.
More on Sipps & Ssas
Guide to Income Drawdown and Third Way Products
Drawdown and third way pensions may not be for every client, but they are options that remain under-utlised by advisers.
1hr
Self-invested Personal Pensions – April 2013
As Sipp operators scramble to comply with – or object to – the FSA’s proposed changes, advisers have to keep one thing in mind: their clients
1hrLifetime allowance penalises high-earning pension savers
While the government herds low-earners toward saving, wealthier individuals will blindly fall into tax trap
Guide to Self-Invested Personal Pensions
Regulator is scrutinising advisers for inappropriate use of Sipps, plus there are some industry changes looming.
1hr
Retirement - March 2013
Retirement is an ongoing issue that politicians are desperate to address.
30minTransparency lack on Sipp account commissions is not TCF
Say what you like about the FSA, increasing disclosure requirements for Sipp providers was the right decision.
Retirement – December 2012
Retirement choices are diverse, but in a volatile, low-rate environment, how can clients secure a decent lifelong income?
1hrFSA swan song hints at strong-arm regulation to come
Week in Brief: The world of rebates is shaken to its foundations as the FSA gears up for its Easter rebirth.
Recent Articles
-
FTAdviser Blog| May 10, 2013Lifetime allowance penalises high-earning pension savers
While the government herds low-earners toward saving, wealthier individuals will blindly fall into tax trap
-
May 03, 2013FCA in fresh Sipp models probe as it prepares final rules
Regulator asks for details on all aspects of Sipp business, including interest withheld on cash accounts.
-
May 03, 2013
93% of flexible drawdown clients take smaller incomes
HMRC data obtained by MGM Advantage through FOI request show few people opting to draw large amounts
-
May 02, 2013FLS will put further pressure on Sipp firms: Kingston
Self-invested personal pension providers who have held client money in cash accounts may find that the Funding for Lending scheme extension will...
-
Personal Pensions| May 01, 2013Firm drops pension trust that ‘sailed close to the wind’
Investment firm says product had only been available for a month and it had not processed any business.
-
Apr 26, 2013Withheld Sipp interest could be ‘next mis-selling scandal’
Warning that as Sipps firms have been keeping clients’ interest “for years” and total “could be in the hundreds of millions”.
-
From Regulation| Apr 26, 2013
DFMs, Sipps could be caught in FCA rebate ban
Regulator says there is a strong argument to consider reading rules across to other retail markets.
-
From Training| Apr 25, 2013
Guide to Income Drawdown and Third Way Products
Drawdown and third way pensions may not be for every client, but they are options that remain under-utlised by advisers.
-
Apr 25, 2013Up to 40% of Sipp revenues are withheld account interest
Sipps expert says lack of FCA prescription will result in lack of transparency continuing.
-
Apr 24, 2013Ashcourt Rowan exits Sipp market
Ashcourt Rowan has become the latest self-invested personal pension provider to sell its Sipp and Ssas books, Jonathan Polin has revealed.