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FOS upholds complaint against Berkeley Burke over Ucis

25 July 2014 9:30 am | By Tessa Norman

FOS ruled Berkeley Burke failed to carry out adequate due diligence on Ucis investment. 

Comments (6)

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FOS reports drop in complaints but Sipp cases surge

22 July 2014 9:07 am | By Tom Selby

The Financial Ombudsman Service has reported a 46 per cent drop in year-on-year complaints between April and June.

Comments (2)

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FCA warns on ‘widespread’ failings in third Sipp thematic review

21 July 2014 9:54 am | By Tessa Norman

Regulator urges Sipp operators to take action in ‘Dear CEO’ letter. 

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FCA refers two Sipp firms to enforcement

17 July 2014 1:56 pm | By Tessa Norman

Individuals at Sipp providers in process of being referred to enforcement following thematic review. 

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Talbot and Muir acquires Oval's SSAS business

10 July 2014 12:20 pm | By Tom Selby

Deal will see Talbot and Muir add around 200 SSASs to its current portfolio of over 500 plans.

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Barnett Waddingham launches flexible Sipp

1 July 2014 10:18 am | By Tessa Norman

Product offers optional access to bespoke investment choices. 

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Ascentric cuts Sipp fees ahead of drawdown price review

3 June 2014 8:21 am | By Tom Selby

Wrap platform looks to take advantage of growth in the Sipp market.

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FCA hints at Sipp commercial property cap-ad reprieve

21 May 2014 1:42 pm | By Tom Selby

FCA director Nick Poyntz-Wright has also indicated providers could be given longer than 18 months to transition to the new cap-ad regime.

Comments (3)

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Curtis Banks reveals details of £7m ATS Sipp acquisition

8 May 2014 12:05 pm | By Tom Selby

Sipp administrator paid a total of £7m for Alliance Trust Savings’ Full Sipp book.

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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.

Comments (3)

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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.

Comments (40)

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.

Comments (5)

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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.

Comments (2)

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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.

Comments (2)

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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.

Comments (14)

Emma Simon MM blog

Emma Simon: The need for genuine innovation in the annuity market

15 November 2012

Low annuity rates and a lack of flexibility means there is a real need for innovation in the annuity market.

Comments (3)

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John Moret: The FSA is playing catch-up on Sipp regulation

25 October 2012

The FSA was ill-prepared for Sipps in 2007 and has been playing catch-up ever since.

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Martin Tilley: The Sipp dangers of off-plan overseas hotel rooms

13 September 2012

Are these assets in the best interests of the client or provider?

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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

Comments (1)

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