Tag Archives: SIPP
M&G and Rothesay set pensions against leaseholders; enough of this.
Harry Scoffin is speaking on Tuesday at the Pension PlayPen (11th Nov) and has news for us about the difficulties he has had campaigning on behalf of those with leasehold agreements that are being charged by freeholders for services … Continue reading
Posted in pensions
Tagged M&G, Pensions UK, Rothsay, SIPP, Society of Pension Professionals, TPR
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Collective or Personal payment of pensions?
The discussion on how people get paid pensions is beginning to gather pace and about time too! There are two competing approaches. The first is collective and is what has given us defined benefit pensions, This has shrunk from its … Continue reading
Hartleys in a jam – the future’s not Brite
SIPPS – due diligence needed When I was starting AgeWage, it was suggested that we could become a consolidation agent and own a SIPP which would be our way to monetise the service. I was introduced to several SIPP platforms … Continue reading
Financial Strength – the forgotten factor in due diligence.
‘For any advisers trying to understand why we have taken this action, we respectfully suggest they examine the extent in which the rules, regulations, responsibilities, expectations and capital requirements placed on their own firms have continuously been increased over … Continue reading
I don’t want “active” or “passive” – I want value for my money Stuart!
Stuart Kirk , the journalist who fell out with ESG and the industry it has spawned is now being controversial for a living (rather than a sacking). This week’s FT column finds him falling out with himself for being active … Continue reading
Can Trustees, SIPPS and lawyers provide DWP with agreed rules on DC transfers?
Six years ago, no-one had heard of PensionBee; it was a start-up operating out of a serviced office in the Borough with a handful of staff, a scanner and some very good coders who knew their way around Salesforce. Rather … Continue reading
Are SIPPs to be trusted?
We don’t need no education I am no fan of the phrase “financial education” even less “thought control”. When financial experts turn teachers and start treat their customers as children, alarm bells should be ringing. They are clearly ringing at … Continue reading
It’s time to stop sneering at St. James’s Place
St. James’s Place released their half yearly results yesterday and the market responded by marking up their shares 5%. The results told us that SJP had added nearly £10bn to funds under management and that operating profit had shot up. … Continue reading
Posted in pensions
Tagged AJ BEll, Hargreaves Lansdown, Pensions, Rob Gardner, SIPP, SJP, St James Place
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The rise and fall of SIPPs
It’s easy enough for me to throw stones at SIPPs, I don’t invest in them, I don’t advise on them and I don’t run one. In the early days of SIPPs , two good friends, John Moret and John … Continue reading
FCA to tame the drawdown bucking bronco!
Yesterday was a good news day for people concerned about retirement income. The FCA made two meaningful statements on what it intends to do to help ordinary people trying to manage their in retirement finances. The first was the … Continue reading
Posted in advice gap, corporate governance, FCA, pensions
Tagged AgeWage, charges, Drawdown, FCA, GAA, governance, IGC, investment pathways, pensions, SIPP
5 Comments