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Displaying items by tag: Sipp

Chartered Financial Planning firm Fairstone signed up London-based Premier Portfolio Financial Services to its downstream buy-out programme.
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SIPP operator Curtis Banks is further expanding into the UK commercial property market with the launch of two new companies.



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Morton Fraser has been named as the provider of legal services in Scotland, for SIPP provider Rowanmoor.
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Monday, 23 April 2018 11:48

SIPP firm announces new website enhancement

SIPP and SSAS firm Talbot and Muir has announced a new suite of website upgrades to aid advisers.
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Liberty SIPP has posted its strongest ever year of growth with it now having £2.64bn assets under administration.
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Wednesday, 04 April 2018 14:17

SIPP launched by Scottish Widows

A programme of enhanced workplace savings, including a SIPP, has been launched by Scottish Widows.
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Sipp experts have warned that a provider’s legal triumph in its battle with HMRC over in specie contributions is “not the end of the story”.

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Thursday, 15 March 2018 13:47

Sipp provider wins legal battle with HMRC

A Sipp provider has won its legal battle with HMRC over in-specie contributions.
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The Ombudsman has ruled that an adviser must compensate a client who lost nearly £30k through an unsecured Sipp loan.
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Thursday, 08 March 2018 14:59

Sipp provider launches new portfolios

Advisers’ calls for an income option in AJ Bell’s Managed Portfolio Service has prompted the company to launch four new portfolios.
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