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Advisers frustrated by provider expression of wish process

Over two thirds (72%) of financial advisers think providers do not give enough clear and consistent information about how to complete expressions of wishes.

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Long-running Carey SIPP case comes to a close

The Supreme Court has denied STM Group permission to appeal in the landmark Adams vs Carey case, effectively ending the long-running saga which questioned provider responsibility when accepting investments into a SIPP.

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Curtis Banks hit by 2,500 fall in SIPP numbers

SIPP provider Curtis Banks has reported a modest 4.7% rise in pre-tax profits to £14m as SIPP numbers fell year on year by 2,544.

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Westerby acquires SIPP administrator CPPL

SIPP trustee and administration company Westerby Trustee Services has acquired fellow SIPP administrator CPPL.

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