A Sipp firm has put itself under examination as it encourages advisers to “look beyond the headline numbers” when carrying out due diligence on providers in the sector.
Sipp providers that still accept non-standard investments will exit the market or will have to raise fees in future, a Sipp firm director has suggested.
Financial Planners are to get online access to information about their clients’ NS&I holdings as part of a web services upgrade.
Considerable interest is being shown in transferring UK pensions into overseas schemes, two advisory firms have told Financial Planning Today.
A former financial adviser has been jailed for eight and a half years over investment fraud totalling more than £6 million.
An organisation that has pledged to set up the much-discussed Paraplanner standard says it needs to be “a collaborative effort rather than a competition”.
The income for retired households has grown by 13% since the financial crash of 2008.
Men are more likely than women to complete their tax return on time.
A directory of Discretionary Fund Managers, with details of over 180 discretionary solutions, has been created for Financial Planners.
A Financial Planning firm has signed a third member of Charles Stanley's private client team, appointing her as Financial Planning executive.