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Berkeley Burke demands suitability report for client transfers

10 December 2014 3:25 pm | By Sam Brodbeck

Sipp provider changes process after FCA visit.

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James Hay profits hit as interest income plummets £1m

19 November 2014 10:09 am | By Tom Selby

James Hay has cut its profit forecast for 2014 as pressure on margins and interest incomes weighs on the Sipp provider.

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Sipp provider Pointon York sold to Curtis Banks

3 November 2014 2:29 pm | By Tom Selby

Money Marketing first revealed the firm was preparing for a sale in January this year.

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FCA raises alarm over £4m Sipp transfer scheme

31 October 2014 10:59 am | By Sam Brodbeck

Regulator has “serious concerns” investors’ pensions are at risk.

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Consumer Panel raises concerns over ‘high-risk’ Sipps

16 October 2014 3:00 pm | By Tessa Norman

Panel raises concerns with FCA board over Sipp advice.

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Hornbuckle signs ten-year 'strategic alliance' with FNZ

17 September 2014 9:00 am | By Tom Selby

Deal will see the firm adopt platform-style capabilities for its pension customers.

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AJ Bell director Eddie McGuire exits following restructure

15 September 2014 12:18 pm | By Tom Selby

AJ Bell client services director Eddie McGuire has left the firm following a restructure of the business.

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Double take: FOS reviews controversial Sipp ruling

11 September 2014 8:30 am | By Tessa Norman

FOS looks again at decision which has significant implications for advisers and Sipp providers.

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Suffolk Life property director exits

3 September 2014 8:54 am | By Tom Selby

Suffolk Life property director Dominic Savage has left the firm.

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Kim North: Stakes are too high to gamble on Ucis

12 September 2014

Over the years I’ve been sent thousands of mailings promoting unregulated collective investment schemes.

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Mikael Down

FCA explains Sipp cap ad rethink

8 August 2014

The 30-day transfer requirement for ‘standard’ Sipp commercial property is an important distinction.

Comments (3)

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Greg Kingston: The risks of holding commercial property in a Sipp

18 July 2014

It is disheartening that some Sipp providers have lobbied for commercial property to be a non-standard asset under forthcoming capital adequacy rules.

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Kim North: FSCS needs to work harder to reduce costs

18 July 2014

Why is it so hard for the FSCS to ask the consumer for their sort code and account number and simply transfer the cash?

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The Platforum's verdict on Ascentric's Sipp price cuts

3 June 2014

Ascentric is the third adviser platform to announce a pricing change since the Budget on 19 March.

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Suffolk Life: Not the time for more pensions uncertainty

17 July 2013

Pension savers have been on the receiving end of a number of surprises over the past 15 years.

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Jamie Clark MM blog

Jamie Clark: Making fees work in the workplace after the CC ban

4 July 2013

The end of consultancy charging doesn’t spell the end of workplace pensions advice

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Nic Cicutti: Thatcher's big personal pensions failure

18 April 2013

MPs like Flynn and Meacher were right and Thatcher was grotesquely wrong.

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Phil Young MM blog

Phil Young: Dealing with HMRC rebate tax the right way

4 April 2013

HMRC’s guidance means the debate is pretty much over.

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John Fox: Advisers need to boost Sipp due diligence

6 March 2013

The FSA’s capital adequacy proposals could force some Sipp operators into administration.

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Gareth Fatchett: Back to the '90s for Ucis pension deals

12 February 2013

Many of these transactions have had a blind eye turned to them.

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Gareth Fatchett: FSA Sipp alerts are long overdue

23 January 2013

The recent FSA alerts in relation to Sipp advice were hard hitting. So they should be.

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Campbell McPherson: Innovation - the secret to James Hay’s success

31 July 2014

In terms of product innovation, James Hay has kept it simple. And simple is good, writes Campbell Macpherson.

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Key take-aways from a recent FCA Sipp advice fine

15 May 2014

Advisers must provide full and complete advice on Sipps to avoid falling foul of the FCA, says Simon Collins

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