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Mattioli Woods profits up 27% as firm targets further acquisitions

Mattioli Woods, the wealth management and SIPP provider, has reported full year revenue up 16.2% to £58.7m with pre-tax profit rising by 27.3% to £9.8m compared to 2017.
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‘Huge variations’ in how firms ‘triage’ pension transfers

A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers. 
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TPR calls on pension schemes to slash transfer values

A document, released under freedom of information laws, has shown The Pensions Regulator has called on pension schemes to cut transfer values.
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SIPP provider James Hay posts ‘robust’ figures

IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.
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Sipp provider reports 214% profits boost

Rowanmoor Executive Pensions has revealed a 214% increase in profitability and a 7% increase in client numbers, according to its latest figures.
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  1. Charging structures ‘like jigsaw puzzle for many direct investors’
  2. Financial Planner's new book exposes investments truths
  3. Nearly 60% of SIPP complaints upheld by FOS as cases increase
  4. Fraud Squad partners with banking group to fight economic crime

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