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Shock as judge overturns Carey Pensions case

A Court of Appeal Judge has overturned a previous High Court ruling to side with claimant Russell Adams against Carey Pensions in the long-running and pivotal ‘Adams’ SIPP case.

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Options parent ‘disappointed’ by Adams case appeal

SIPP and cross-border financial services firm STM has expressed “disappointment” at the Court of Appeal’s decision to allow a challenge to the judgment in the long-running ‘Adams’ case.

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John Moret: My 50 year career in pensions

On 7 September 1970 (50 years ago today) I stepped into Sun Life’s offices at 107 Cheapside in the City of London for the first time and started out on a voyage of discovery in the world of pensions and financial services.

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John Moret: What Carey judgment means for SIPPs

What a difference a couple of weeks can make. In my last article I asked just what is “fair and reasonable” in the context of recent Financial Ombudsman’s (FoS) determinations relating to SIPPs and specifically referred to one recent decision involving Liberty SIPP Limited.

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