Deal to acquire the Torquil Clark portfolio of 140 Sipp and SSAS schemes completed last week.
Sipp provider changes process after FCA visit.
James Hay has cut its profit forecast for 2014 as pressure on margins and interest incomes weighs on the Sipp provider.
Money Marketing first revealed the firm was preparing for a sale in January this year.
Regulator has “serious concerns” investors’ pensions are at risk.
Panel raises concerns with FCA board over Sipp advice.
Deal will see the firm adopt platform-style capabilities for its pension customers.
AJ Bell client services director Eddie McGuire has left the firm following a restructure of the business.
FOS looks again at decision which has significant implications for advisers and Sipp providers.
Over the years I’ve been sent thousands of mailings promoting unregulated collective investment schemes.
The 30-day transfer requirement for ‘standard’ Sipp commercial property is an important distinction.
It is disheartening that some Sipp providers have lobbied for commercial property to be a non-standard asset under forthcoming capital adequacy rules.
Why is it so hard for the FSCS to ask the consumer for their sort code and account number and simply transfer the cash?
Ascentric is the third adviser platform to announce a pricing change since the Budget on 19 March.
Pension savers have been on the receiving end of a number of surprises over the past 15 years.
The end of consultancy charging doesn’t spell the end of workplace pensions advice
MPs like Flynn and Meacher were right and Thatcher was grotesquely wrong.
HMRC’s guidance means the debate is pretty much over.
The FSA’s capital adequacy proposals could force some Sipp operators into administration.
In terms of product innovation, James Hay has kept it simple. And simple is good, writes Campbell Macpherson.
Advisers must provide full and complete advice on Sipps to avoid falling foul of the FCA, says Simon Collins