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Today saw the release of the ‘Women In Finance’ charter and although I haven’t really been engaged in the production of this, I decided as a woman, maybe I should take a look to see if I was missing out on something that might change my life or the life of my colleagues.
A former Hornbuckle sales director has been hired by SSAS provider Rowanmoor Group.
The DWP is seeking suggestions on how it can stop SSASs being used in pension scams.
A Financial Planning firm director fears genuine entrepreneurial investors maybe put off from using flexible pensions such as SSAS, following signals of a scam crackdown.
During the summer, HMRC unexpectedly began challenging Sipp providers on whether net pension contributions can be made in specie, (that is, a change of legal ownership without sell/buy transactions).
The Financial Ombudsman has ruled against an advice firm over investing in an unregulated collective investment scheme.
Twice a year, every year for the last ten years, I have had the discussion with my peers about tax free cash, or to give it its correct legislative name, pension commencement lump sum, and if it will lose its tax free status in the next announcement.
Mattioli Woods has acquired MC Trustees for £2.2 million.
Curtis Banks Group achieved an operating profit of £1.631million and administered 67,161 Sipps in the six months to the end of June.
2016 has been another year of consolidation in the Sipp industry, this can be seen as good or bad depending on who you are and more importantly, where the Sipps end up.
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