Hartley Pensions buys collapsed Sipp firm’s asset book

Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]


Claire Trott: Can pension contributions paid in error be refunded?

Refunds are not always possible, so what can be done to unwind the overpayments? I am often asked if pension contributions paid in error can be refunded to the client or their employer. In most cases, the answer is no, so we need to be sure that any contributions paid are made and calculated correctly. Let’s […]

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SJP reveals fund range shake-up

St James’s Place has announced a raft of management changes to its fund ranges. Steve Gorman of Wellington Management will be appointed lead manager for the Alternative Assets fund. Meanwhile, Ken Hsia from Investec Asset Management will take over the Continental European fund and will co-manage the Greater European Progressive fund. The Axa Framlington Managed […]


Pimfa urges FCA against contingent charging ban

The FCA should not be under the illusion a ban on contingent charging will necessarily improve the quality of advice, an adviser trade body has said. The Personal Investment Management and Financial Advice Association warns any contingent charging ban could have unforeseen consequences. According to Pimfa removing contingent charging could push consumers to either become […]


Moneyhub signs integration deal with Intelliflo

Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]

Who benefits from risk-rating partnerships?

The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]