James Hay has added 11,000 Sipps in the first 10 months this year – nearly double that of the whole of 2014.
SSAS sales at Xafinity have risen every quarter this year, the firm reported, with about a typical year’s worth coming in just six months.
Origo, the e-commerce standards and services body for the financial services sector, has signed up Talbot & Muir as its 75th brand for the Options Transfers service.
Xafinity Sipp & SSAS says it has recorded twice as many “second hand” property Sipps being transferred from other Sipp providers into their Sipp contract.
Women in the UK are setting their sights “significantly lower” than men when it comes to how much money they need to live comfortably in retirement.
A former Disney manager is set to bring a sprinkling of fairy dust to a Sipps firm.
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.
The proportion of Sipp complaints upheld by the Financial Ombudsman Service has fallen to below half in the last quarter – despite a rise in new cases compared to last year.
A Sipps and SSAS firm has decided to scrap all member “transfer out” fees for UK based schemes.
A senior consultant at a Sipps firm has blasted the Government’s failure to explain the State Pension changes clearly enough.