Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Money passed on via inheritances is set to double in the next 20 years as baby boomers pass away. Make sure their children are clients. Advisers with an eye to building the long-term value in their business will be very clear about their current client base and will have a strategy for protecting and increasing […]
Pensions minister Guy Opperman has given assurances HM Revenue & Customs will not use powers to de-register legitimate small self-administered schemes, in a letter seen by Money Marketing. The letter from Opperman to MP Mike Freer dated 18 December 2017 attempts to answer concerns about the new powers HMRC will acquire this April to […]
Platform Alliance Trust Savings must compensate a client after he was unable to make several investments because the online service was down. The client, Mr W, had around £2m in his Sipp fund with ATS. In late June 2016, his advisers tried to make a number of investments into specific funds, however, these did not […]
By Kacper Brzezniak Every year, starting around November, investment banks (and fund managers) begin to drip out their outlooks for currencies, rates, economies, you name it, for the following year. The consensus has been largely wrong for the past four or five years; those multiple rate hikes never came, the bond market is still alive […]
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