In a break from tradition , I’m calling on readers to recommend me firms who have capacity and capability to provide drawdown administration (record keeping, payments and Member and HMRC interface) to a trustee investment plan run inside an occupational pension scheme.
I am looking for those involved in SIPP administration to be able to detach the service from the SIPP product and attach it to an insured platform that currently has no capacity to pay drawdowns to those looking to use FAD, UPLS etc.
If you are such an organisation or know of one, please contact me at henry@agewage.com and I will provide you with a full specification of services required.