Latest Blogs
Popular News
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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
Comment and Blogs
The release of further clarification from the FCA on Sipp capital adequacy rules brings with it my return to the blogosphere. My initial reaction was not one of relief that some issues had been resolved.
Read more: Andrew Roberts: My reaction to capital adequacy revamp
And so as the dust settles on April’s seismic changes to the pensions regime what can the Sipp market expect from a new Government and new Pensions Minister.
Read more: Moret Blog: It's Sipps Nigel but not as we know them
I guess by now I shouldn’t be surprised at anything that emerges from the regulator on the subject of Sipps. There have been numerous well documented failures in the advice regime governing Sipps that it’s hard to believe that worse could follow.
Read more: John Moret: Latest debacle causes huge damage to Sipps market
Earlier this week I spoke at a TISA seminar on Mastertrusts. I was a bit of an interloper – Mastertrusts are certainly not my specialist subject – but I was asked to talk about lessons to be learnt from the Sipp market.
Back in 2001 - when we almost succeeded with a MBO of the Sipp provider I was running (Personal Pension Management Ltd long since defunct) – I was questioned by the VC who was backing us about the sustainability of the interest “turn” that we derived from the pooling of bank accounts.
Read more: John Moret: Sipps – interest 'turn' still a cause for concern
The UK’s Self Invested Personal Pensions (SIPP) industry has recently been shaken by the outcome of the Berkeley Burke case in relation to SIPP investments.
Read more: Guest blog: No confidence following Berkeley Burke case